Experience:

Senior Level Salary:

$120,000

• $175,000 per year Job Details
• Key Responsibilities Build comprehensive, personalized financial plans based on each client's specific goals Advise on investment management, retirement planning, cash flow, tax efficient strategies, estate planning, insurance, and wealth transfer Maintain long term client relationships through proactive, consistent communication Lead regular client review meetings and adjust strategies as life circumstances change Partner with internal tax, estate, and investment specialists to deliver integrated solutions Spot opportunities to deepen existing relationships and support business development Stay current on market trends, tax law changes, and industry best practices Keep client records accurate and ensure full regulatory compliance Represent the firm at networking events and within referral partner relationships Qualifications CFP designation, active and in good standing Bachelor's degree in Finance, Financial Planning, Accounting, Business, or related field Minimum of 5 years of experience providing comprehensive wealth management or financial planning services Strong knowledge of investment management, retirement planning, tax planning, and estate planning concepts Proven ability to build and retain trusted client relationships Excellent interpersonal, presentation, and communication skills Strong analytical and problem solving ability Proficiency with financial planning software and CRM systems A bit about us:•Founded nearly two decades ago and based in Oakbrook Terrace, we are a boutique wealth management firm built around one simple idea, that financial planning works best when it's personal.

We work with individuals, families, business owners, and executives who want more than a portfolio review once a year, they want a real partner who understands their goals and helps them get there. Our team blends deep technical knowledge across investments, tax, retirement, and estate planning with a genuinely high touch approach, and we've built our reputation on long term relationships rather than one off transactions. It's a collaborative environment where planning comes first and product pushing has no place at the table. Why join us?

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Competitive Compensation:

Base salary plus performance based incentive compensation 401(k) with

Employer Match Comprehensive Benefits:

Medical, Dental, and Vision Insurance Generous PTO:

Paid vacation, holidays, and personal time

Professional Development:

CFP continuing education reimbursement plus ongoing support for professional growth

Collaborative Culture:

Work alongside experienced CFP professionals and technical specialists in tax, estate, and retirement planning, with real opportunity to grow your book and your career

Planning First Philosophy:

Focus on delivering customized strategies rather than chasing product sales #accounting-finance #financial-planning #wealth-management #cfp #tier2