Financial Advisor - IL
On-siteDowners Grove, Illinois, United States
Job Summary
Full-time financial advisor in Downers Grove, IL, providing comprehensive financial planning across employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Requires at least 5 years of client-facing experience, CFP designation (and CFA/CPA as acceptable alternatives), and supervisory responsibilities for a support team. Strong knowledge of finance, taxes, investments, asset allocation, and estate planning; proficient with Microsoft Office; educational background includes a Bachelor's Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business. The role is not a sales position within a fee-based wealth management firm and offers bonuses and full benefits.
Required Qualifications
- CFP designation
- CFA and/or CPA designations acceptable
- Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
- Proficient in Microsoft Office
- Education: Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business
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