Senior Wealth Advisor — Remote, Flexible Schedule & Planning

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

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.