Senior Wealth Advisor – CFP, Comprehensive Planning Leader

Sterling Wealth Management; Champaign (IL); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid vacation

Bonus plans

Paid parking

FSA/HSA

Job summary

Sterling Wealth Management invites a professional Wealth Advisor to join our Champaign headquarters. You will lead client meetings, craft comprehensive financial plans, and work with Senior Advisors to deliver tailored investment strategies.

The role requires a CFP designation with 5+ years of advisory experience and a strong client-focused approach. In this in-person position, you will manage multiple client projects, mentor junior staff, and contribute to firm initiatives.

Qualifications

• Strong written and verbal communication skills and ability to manage multiple client projects.
• CFP designation with five+ years in advisory or related fields.
• Bachelor’s degree required; CFP certification pursued or completed.

Responsibilities

• Conduct ongoing client meetings and planning sessions.
• Develop financial planning recommendations and client deliverables.
• Mentor Associate Wealth Advisors and collaborate with Senior Advisors.

Skills

Communication skills

Team collaboration

Independent work

Multitasking

Client relationship management

Education

CFP Certificant / CFP exam in progress

4-year college degree

Tools

Microsoft Office

Financial planning software (eMoney, MoneyGuide Pro)

Job description

Sterling Wealth Management invites a professional Wealth Advisor to join our Champaign headquarters. You will lead client meetings, craft comprehensive financial plans, and work with Senior Advisors to deliver tailored investment strategies.

The role requires a CFP designation with 5+ years of advisory experience and a strong client-focused approach. In this in-person position, you will manage multiple client projects, mentor junior staff, and contribute to firm initiatives.