Wealth Advisor

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

Job Description

Experience: Senior Level

Salary: $120,000 - $175,000 per year

Job Details

Key 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

Qualifications

• CFP designation, active and in good standing
• 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

A bit about us:

Founded nearly two decades ago and based in Oakbrook Terrace, we are a boutique wealth management firm built around one simple idea, that financial planning works best when it's personal. We work with individuals, families, business owners, and executives who want more than a portfolio review once a year, they want a real partner who understands their goals and helps them get there. Our team blends deep technical knowledge across investments, tax, retirement, and estate planning with a genuinely high touch approach, and we've built our reputation on long term relationships rather than one off transactions. It's a collaborative environment where planning comes first and product pushing has no place at the table.

Why join us?

• Competitive Compensation: Base salary plus performance based incentive compensation
• 401(k) with Employer Match
• Comprehensive Benefits: Medical, Dental, and Vision Insurance
• Generous PTO: Paid vacation, holidays, and personal time
• Professional Development: CFP continuing education reimbursement plus ongoing support for professional growth
• Collaborative Culture: Work alongside experienced CFP professionals and technical specialists in tax, estate, and retirement planning, with real opportunity to grow your book and your career
• Planning First Philosophy: Focus on delivering customized strategies rather than chasing product sales

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