Wealth Advisor | CFP, Private Wealth Management

Sterling Wealth Management; Champaign (IL); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Employer paid insurances

401(k) with employer match

Paid vacation/time off

Paid covered parking

Job summary

Sterling Wealth Management in Champaign, IL is seeking a Wealth Advisor to join an experienced advisory team. You will manage client relationships, provide financial planning and investment guidance, and work with Senior Advisors to mentor Associates.

The role requires a CFP designation (or in progress) and 5+ years of advisory experience; candidates must be organized, communicative, and client-focused. This is a full-time, in-person position at our Champaign headquarters with compensation

Qualifications

• Bachelor’s degree from an accredited college or university.
• CFP® designation with five or more years’ experience in financial advisory or related fields.
• Excellent written and oral communication skills and listening skills.

Responsibilities

• Conduct on-going client meetings, including initial and regular planning meetings.
• Solve complex financial planning, estate, tax, cash flow, charitable planning, risk management and retirement planning issues.
• Demonstrate deep understanding of investment strategies and portfolio analysis.
• Support all wealth management services of the firm.
• Collect, organize and review client data for planning.
• Master the planning tools and resources used to prepare recommendations.
• Collaborate with Senior Advisors to manage and leverage work.
• Develop, research and implement new processes for financial planning/wealth management.
• Participate in firm-level initiatives as needed.
• Assist with client communications and educational content for firm channels.
• Maintain electronic files, reports, and client correspondence.

Skills

Client relationship management

Communication skills

Team collaboration

Time management

Education

Bachelor’s Degree

CFP designation with 5+ years experience

Tools

Microsoft Office (Word, Outlook, Excel, PowerPoint)

Financial planning software (eMoney, MoneyGuide Pro)

Job description

Sterling Wealth Management in Champaign, IL is seeking a Wealth Advisor to join an experienced advisory team. You will manage client relationships, provide financial planning and investment guidance, and work with Senior Advisors to mentor Associates.

The role requires a CFP designation (or in progress) and 5+ years of advisory experience; candidates must be organized, communicative, and client-focused. This is a full-time, in-person position at our Champaign headquarters with compensation