Senior Financial Advisor — Wealth Planning & Leadership

A Hiring Company; Downers Grove (IL); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health benefits

Dental benefits

Vision benefits

Life insurance

401(k) plan

Ownership potential

Résumé du poste

A hiring company in Downers Grove, Illinois is seeking a full-time Financial Advisor. This role requires knowledge in comprehensive financial planning and at least 5 years of client-facing experience. The Financial Advisor will manage the financial needs of clients, assist with employer benefits, investments, and retirement planning. Compensation ranges from $100,000 to $150,000, including bonuses and benefits. Candidates must hold a CFP® designation and have relevant educational qualifications.

Qualifications

• 5+ years of client-facing experience required.
• CFP® designation is mandatory.
• CFA® and/or CPA designations accepted.

Responsabilités

• Assess and manage financial needs of clients.
• Guide clients on investments, retirement planning, and estate planning.
• Supervise support team.

Connaissances

Financial planning

Client management

Asset allocation

Income tax knowledge

Investment strategies

Supervisory skills

Microsoft Office proficiency

Formation

Bachelor's Degree in Personal Financial Planning

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Bachelor's Degree in Accounting

Bachelor's Degree in Business

Description du poste

A hiring company in Downers Grove, Illinois is seeking a full-time Financial Advisor. This role requires knowledge in comprehensive financial planning and at least 5 years of client-facing experience. The Financial Advisor will manage the financial needs of clients, assist with employer benefits, investments, and retirement planning. Compensation ranges from $100,000 to $150,000, including bonuses and benefits. Candidates must hold a CFP® designation and have relevant educational qualifications.