Senior Wealth Advisor — Personal Planning & Growth

Jobot; Oakbrook Terrace (IL); Hybrid; USD 120,000 - 175,000; Full time

Benefits offered by this job

Competitive compensation

401(k) with employer match

Medical, dental, vision insurance

Generous PTO

CE reimbursement

Job summary

Jobot in Oakbrook Terrace, IL is seeking an experienced Wealth Manager/ Financial Planner to build personalized plans and advise on investments, retirement, taxes, and estate planning. You will maintain long term client relationships, lead regular reviews and collaborate with tax, estate, and investment specialists to deliver integrated solutions.

The role requires CFP designation, a Bachelor's degree in a related field, and at least 5 years of wealth management experience.

Qualifications

• CFP designation and active status required.
• Bachelor's degree in Finance, Financial Planning, Accounting, Business, or related field.
• Minimum of 5 years of experience providing comprehensive wealth management or financial planning services.
• Strong knowledge of investment management, retirement planning, tax planning, and estate planning concepts.
• Proven ability to build and retain trusted client relationships.
• Excellent interpersonal, presentation, and communication skills.
• Strong analytical and problem solving ability.
• Proficiency with financial planning software and CRM systems.

Responsibilities

• Build comprehensive, personalized financial plans based on each client's specific goals.
• Advise on investment management, retirement planning, cash flow, tax efficient strategies, estate planning, insurance, and wealth transfer.
• Maintain long term client relationships through proactive, consistent communication.
• Lead regular client review meetings and adjust strategies as life circumstances change.
• Partner with internal tax, estate, and investment specialists to deliver integrated solutions.
• Spot opportunities to deepen existing relationships and support business development.
• Stay current on market trends, tax law changes, and industry best practices.
• Keep client records accurate and ensure full regulatory compliance.
• Represent the firm at networking events and within referral partner relationships.

Education

CFP designation

Bachelor's degree in Finance/Financial Planning/Accounting/Business

Job description

Jobot in Oakbrook Terrace, IL is seeking an experienced Wealth Manager/ Financial Planner to build personalized plans and advise on investments, retirement, taxes, and estate planning. You will maintain long term client relationships, lead regular reviews and collaborate with tax, estate, and investment specialists to deliver integrated solutions.

The role requires CFP designation, a Bachelor's degree in a related field, and at least 5 years of wealth management experience.