Financial Advisor

About Coyle Financial Founded in 1972, Coyle Financial is an independent, fee-based Registered Investment Advisory (RIA) firm headquartered in Glenview, IL, with additional offices in Fort Myers and Naples, FL. With approximately $1 billion in assets under administration and a dedicated team of over 20 professionals, we partner with a select group of high-net-worth individuals and families across the nation. Careers Financial Advisor At Coyle, we don't just offer a plan — we provide an enduring partnership. Our approach is built on deep relationships that span generations, a disciplined six-stage process that brings clarity and confidence at every life milestone, and a collaborative team that coordinates across legal, tax, and investment disciplines on behalf of each client. We Are Guided By Three Core Values Guided by Your Best Interests — We prioritize client well-being in everything we do. Every Detail Counts — We thrive on daily discipline and meticulous attention, turning the ordinary into extraordinary. Integrity in All Pursuits — We ensure a transparent value proposition customized to each client's unique situation. The Opportunity This is a rare opportunity to join a well-established, purpose-driven RIA and step directly into meaningful client advisory work —with a clear path for growing your role as you grow with the firm. Coyle Financial is seeking a Financial Advisor to build upon our existing client relationships. As you develop proficiency with our planning process, firm culture, and client families, established client relationships will be transitioned to your care over time — giving you a stable and expanding foundation to build on, without the pressure of cold-book development. An existing book is appreciated, but not required. Working closely with our Principals and Chief Investment Officer, you will have the infrastructure, team support, and collaborative environment to focus on what you do best: delivering outstanding, comprehensive financial guidance to high-net-worth clients and their families across life's most important moments. Key Responsibilities Client Relationship Management Serve as a trusted primary advisor to high-net-worth clients and families, with client relationships phased in over time as proficiency and client rapport develop Build deep, multi-generational client relationships grounded in trust, proactive communication, and genuine care Conduct comprehensive annual and semi-annual client reviews; adapt strategies as client circumstances and goals evolve Represent Coyle's commitment to concierge-level service in every interaction — in person, virtual, phone, and written Financial Planning & Advisory Develop, implement, and monitor comprehensive financial plans aligned with each client's goals, risk profile, and time horizon Provide guidance across investment management, retirement planning, cash flow analysis, tax planning coordination, and risk management Coordinate with clients' legal, tax, and estate planning advisors to ensure a fully integrated planning experience Apply Coyle's six-stage process (Discover, Assess, Evaluate, Recommend, Structure, Support) to deliver clarity and confidence at each life milestone Advise on estate planning, multigenerational wealth transfer, and special situation strategies for complex high-net-worth households Business Development & Firm Growth Deepen existing client relationships through expanded services and proactive planning conversations Participate in prospect meetings and client events to contribute to firm-level growth Collaborate with the Director of Business Development and firm leadership on strategic growth initiatives Operations & Team Collaboration Maintain accurate client records in the firm's CRM; document all planning activity and client interactions with care and precision Partner with Client Services, Operations, and Financial Planning Specialist teams to ensure seamless execution of client deliverables Prepare and contribute to client meeting materials, financial reports, and planning presentations Uphold all compliance, regulatory, and firm policy requirements Qualifications Required 5 to 10 years of experience in financial planning, wealth management, or a related advisory role Demonstrated experience managing and advising high-net-worth clients Bachelor's degree in Finance, Economics, Business, or a related field Series 65 or Series 66 securities license Deep knowledge of investment concepts, financial planning strategies, estate planning fundamentals, and tax coordination Exceptional interpersonal and communication skills — ability to translate complex financial concepts into clear, confident guidance High proficiency with Microsoft Office Suite; comfort with CRM platforms and financial planning tools Detail-oriented, organized, and committed to the highest standards of client service and integrity Preferred CFP® (Certified Financial Planner) designation strongly preferred Prior experience at an independent RIA firm Experience with Salesforce or comparable enterprise CRM Familiarity with Schwab Advisor Services or similar custodian platforms Compensation & Benefits Base salary: $100,000 – $175,000 DOE Performance-based incentive compensation Health insurance 401(k) retirement plan Paid time off Ongoing professional development support and licensing/continuing education reimbursement WORK ENVIRONMENT This position is based at our Glenview, IL headquarters (2700 Patriot Blvd., Suite 440). A hybrid schedule may be considered for the right candidate. Some evening availability for client events is expected. Feedback and Growth At Coyle Financial, we believe in the power of continuous, candid feedback to drive personal and professional growth. We recognize that open communication, built on trust and positive intent, is vital for individual development and fostering strong professional relationships. The Coyle Dream Team We envision a team where every member excels in their role and collaborates effectively to achieve shared goals. Our focus is not just on individual brilliance but on creating a harmonious environment where teamwork thrives. We value determination, a self-starter mentality, and a genuine commitment to the success of both the company and one's colleagues. We believe that when driven, passionate people come together, they not only inspire each other but also achieve greatness. #J-18808-Ljbffr