Wealth Advisor — CFP-Driven Personal Financial Planning

Jobot; Oakbrook Terrace (IL); Híbrido; USD 120 000 - 175 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive Compensation

401(k) with Employer Match

Medical Insurance

Generous PTO

CFP CE reimbursement

Collaborative Culture

Resumo da oferta

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

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

CFP designation

Client relationship mgmt

Investment knowledge

Tax & estate planning

Presentation skills

Formação académica

Bachelor's degree in Finance or related field

Ferramentas

Financial Planning Software

CRM Systems

Descrição da oferta de emprego

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