Senior Wealth Advisor

LeoForce; Oakbrook Terrace (IL); On-site; USD 150,000 - 220,000; Full time

Benefits offered by this job

Medical dental vision 90-95% covered

Flexible schedule

Remote work

Guaranteed base salary + incentives

401k match up to 3%

Profit sharing options

Travel expenses covered

Job summary

LeoForce is seeking a highly experienced Senior Financial Advisor in Oakbrook Terrace, IL, to manage and grow a portfolio of high-net-worth clients. The role entails leading client relationships, delivering tailored financial advice, and collaborating with a team of wealth advisors to provide comprehensive investment strategies.

Ideal candidates have a Bachelor's degree, 10+ years in relevant fields, and Series 65, CFP, or CFA certification.

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in financial planning, accounting, legal, or other relevant fields.
• Series 65, CFP, or CFA certification required.

Responsibilities

• Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs.
• Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives.
• Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients.
• Support the growth of new client relationships in partnership with strategic collaborators.
• Dedicate to ongoing professional education and contribute to team development at every level.
• Provide training and mentorship to associates across the wealth advisory team.

Skills

Wealth management

Client relationships

Mentoring

Communication

Time management

Attention to detail

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

Job Description

Oakbrook Terrace, IL, US

Experience: Senior Level
Salary: $150,000 - $220,000 per year

Job Details

Responsibilities

• Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs.
• Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives.
• Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients.
• Support the growth of new client relationships in partnership with strategic collaborators.
• Dedicate to ongoing professional education and contribute to team development at every level.
• Provide training and mentorship to associates across the wealth advisory team.

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in financial planning, accounting, legal, or other relevant fields.
• Series 65, CFP, or CFA certification required.

Skills and Knowledge

• Extensive experience in wealth management, including fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning.
• Proven expertise working with high-net-worth or ultra-high-net-worth clients.
• Proficient in financial planning and investment software, such as eMoney and MoneyGuide Pro.
• Exceptional interpersonal, relationship management, and communication skills.
• Demonstrated experience in talent development, including training and mentoring new team members.
• Strong organizational and time management abilities to handle multiple priorities in a high-energy setting.
• High attention to detail.

A bit about us

This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to navigate the complex world of finance.

We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.

Why join us?

• Firm covers 90-95% of Medical Dental Vision
• Flexible schedule
• Remote work
• Guaranteed base salary + incentive bonuses
• 401k match up to 3%
• Profit sharing options
• Travel expenses covered for any company outings or meetings

#accounting-finance #series-65 #cfa #certified-financial-planner #tier2