Wealth Advisor

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 Insurance

Generous PTO

CFP CE reimbursement

Collaborative Culture

Job summary

Jobot, a boutique wealth management firm based in Oakbrook Terrace, IL, is seeking an experienced wealth advisor to join our hybrid team. You will build comprehensive financial plans, advise on investments, tax and estate planning, and maintain long-term client relationships with a high-touch service model.

The ideal candidate holds a CFP designation, a Bachelor's in Finance or related field, 5+ years in wealth management, and proven ability to grow client relationships using modern planning

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.

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.

Skills

CFP designation

Client relationship mgmt

Investment knowledge

Tax & estate planning

Presentation skills

Education

Bachelor's degree in Finance or related field

Tools

Financial Planning Software

CRM Systems

Job description

Hybrid Role in Oakbrook Terrace, IL

Job details: This Jobot Job is hosted by: Kevin Shilney. Salary: $120,000 - $175,000 per year.

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

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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.