Financial Advisor - IL
On-site · Downers Grove, Illinois, United States
Job Summary
Financial Advisor role in Downers Grove, IL for a full‐time advisor with a minimum of 5 years of client-facing experience at a fee-based wealth management firm. Responsibilities include comprehensive financial planning across employer benefits, investments, taxes, retirement, charitable giving, estate planning, and insurance; advisory services for high net worth clients; supervisory responsibilities for a support team; requires CFP designation and strong knowledge of investments, taxes, asset allocation, and estate planning. Not a sales position; competitive benefits and ownership potential.
Required Qualifications
- Minimum 5 years of client facing experience
- CFP® designation (Certified Financial Planner)
- CFA® and/or CPA designations acceptable
- Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
- Proficient in basic computer skills especially Microsoft Office
- Education: Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business
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