Wealth Advisor (CFP) — Own Your Client Relationships

Masis Professional Group; Illinois; On-site; USD 90,000 - 150,000; Full time

Job summary

Masis Professional Group, a growing wealth advisory firm in Chicago's western suburbs, seeks a Wealth Advisor to serve as a trusted relationship manager for individuals and families. You will guide clients through comprehensive financial planning, present plans, and coordinate investments with senior advisors.

The ideal candidate has CFP designation and several years of advisory experience, with strong communication skills and an entrepreneurial mindset to grow the book of business within a

Qualifications

• 3+ years of experience in financial planning, wealth management, or an advisory capacity.
• Experience with direct client meetings and financial planning discussions.
• Strong knowledge of comprehensive financial planning and investment concepts.
• Ability to develop trusted, long-term relationships with clients.
• Strong communication and presentation skills.
• Entrepreneurial mindset and drive to grow a book of business.
• Professionalism, integrity, and client service mindset.

Responsibilities

• Serve as a key relationship manager for individuals and families, guiding them through comprehensive financial planning.
• Develop and present financial plans for clients and conduct ongoing review meetings.
• Coordinate investment and portfolio needs with internal specialists and senior advisors.
• Identify planning opportunities and help clients implement strategies.
• As you grow, take ownership of client relationships and expand the book.

Skills

Advisory experience

CFP designation

Client relationships

Financial planning

Communication

Entrepreneurial

Team oriented

Job description

Masis Professional Group, a growing wealth advisory firm in Chicago's western suburbs, seeks a Wealth Advisor to serve as a trusted relationship manager for individuals and families. You will guide clients through comprehensive financial planning, present plans, and coordinate investments with senior advisors.

The ideal candidate has CFP designation and several years of advisory experience, with strong communication skills and an entrepreneurial mindset to grow the book of business within a