Senior Wealth Advisor & CFP: Personal Financial Growth

LeoForce; Oakbrook Terrace (IL); On-site; USD 120,000 - 175,000; Full time

Benefits offered by this job

Base salary plus incentive

401(k) with employer match

Medical, Dental & Vision Insurance

Paid time off

Job summary

LeoForce, based in Oakbrook Terrace, IL, is seeking a Senior Wealth Advisor to craft comprehensive, personalized financial plans for high-net-worth clients. You will advise on investments, retirement, cash flow, tax planning, and estate strategies while maintaining strong client relationships through regular, proactive communication.

Ideal candidates hold a CFP designation, a bachelor’s degree in finance or related field, and at least five years of wealth management experience.

Qualifications

• 5+ years in wealth management or financial planning.
• Proven ability to build and retain client relationships.
• Excellent interpersonal and communication skills.
• Strong knowledge of investment management, retirement planning and estate planning.

Responsibilities

• Build comprehensive, personalized financial plans based on client goals.
• Advise on investment management, retirement planning, cash flow, tax strategies, estate planning, insurance, and wealth transfer.
• Maintain long-term client relationships through proactive communication.
• Lead client reviews and adjust strategies as life changes.
• Partner with internal tax, estate and investment specialists to deliver integrated solutions.
• Spot opportunities to deepen relationships and support business development.
• Stay current on market trends, tax law changes, and best practices.
• Keep client records accurate and ensure regulatory compliance.
• Represent the firm at networking events and with referral partners.

Job description

LeoForce, based in Oakbrook Terrace, IL, is seeking a Senior Wealth Advisor to craft comprehensive, personalized financial plans for high-net-worth clients. You will advise on investments, retirement, cash flow, tax planning, and estate strategies while maintaining strong client relationships through regular, proactive communication.

Ideal candidates hold a CFP designation, a bachelor’s degree in finance or related field, and at least five years of wealth management experience.