Wealth Planning Advisor - Grow into Senior Advisory Role

Glenview Chamber; Glenview (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Rounsfull Financial Group in Glenview, IL is seeking a motivated Financial Advisor to join our growing wealth management team. You will work closely with senior advisors to develop comprehensive financial plans, analyze portfolios, and support client meetings while building trusted relationships and expanding your advisory skills.

The ideal candidate has experience in wealth management, financial planning, or broker-dealer environments and is eager to grow into a senior advisory role within the

Qualifications

• Experience in wealth management, financial planning, investment advisory, or broker-dealer environments preferred.
• Familiarity with investment management and retirement planning concepts.
• Willingness to obtain required securities registrations or designations.

Responsibilities

• Assist in developing and implementing comprehensive financial plans tailored to clients' goals and circumstances.
• Participate in client meetings, financial reviews, and ongoing planning discussions.
• Analyze investment portfolios, retirement strategies, and other financial planning considerations.
• Collaborate with the firm's wealth management and tax professionals to identify planning opportunities.
• Help maintain and strengthen long-term client relationships through responsive, personalized service.
• Maintain accurate client records and adhere to applicable regulatory and compliance requirements.
• Continue developing technical expertise, advisory skills, and client relationship management capabilities.

Skills

Wealth management

Financial planning

Investment advisory

Broker-dealer experience

Client service

Education

Bachelor's degree in Finance/Business/Economics/Accounting

Job description

Rounsfull Financial Group in Glenview, IL is seeking a motivated Financial Advisor to join our growing wealth management team. You will work closely with senior advisors to develop comprehensive financial plans, analyze portfolios, and support client meetings while building trusted relationships and expanding your advisory skills.

The ideal candidate has experience in wealth management, financial planning, or broker-dealer environments and is eager to grow into a senior advisory role within the