Wealth Advisor: CFP/CFA, 5+ Years, Fee-Based Planning
$100k - $135kRK Partners
RK Partners is seeking a full-time Financial Advisor in Chicago to provide comprehensive wealth management services. The position offers a competitive salary ranging from $100,000 to $135,000 annually, along with bonuses and benefits. The ideal candidate will have at least 5 years of client facing experience, CFP® certification, and extensive knowledge of financial planning concepts. This is an excellent opportunity for those looking to join a reputable fee-only planning firm in the Midwest. #J-18808-Ljbffr RK Partners
- ...matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary... .... Manager, Wealth Advisor , you’ll manage... ...holistic financial planning, and provide tailored... ...Requirements CFP® designation or CFA® designation Bachelor... ...after every 5 years of service for eligible...SuggestedWork at office
$74k - $100k
...Role Overview The Wealth Advisor will serve as the primary point... ...on delivering goals-based investment strategies and financial plans. Key Responsibilities Serve... ..., and Experience Five (5) years of successful... ...business or a related field; CFA or CFP preferred. Demonstrated...Suggested$74k - $100k
...you to apply. The Wealth Advisor will serve as the primary... ...to structure a goals-based investment management... ...strategy and financial plan. Essential... ...of the Job Five (5) years of successful investment... ...related field of study CFA/CFP is preferred Demonstrated...SuggestedInternshipLocal area- ...Senior Wealth Advisor Mesirow is an independent... ...business for over 80 years, built around our... ...a practice upon fee-based, discretionary managed... ...financial planning recommendations with... ...new business. ~5+ years experience... ...highly preferred. ~ CFP® designation highly...SuggestedLocal area
- ...Private Wealth Advisor The Private Wealth Advisor provides... ...in a manner based on the financial planning philosophy and biblical... ...of two to five (2-5) years prior experience as... ...designation, CPA, or CFA is preferred. Private... ...designation (e.g. CFP, CPA, CFA, CMA, ChFC...SuggestedWork at officeLocal areaNight shift
$90k - $120k
...Wealth Advisor As a Wealth Advisor, you will be a trusted... ...financial planning, and provide customized... ...making recommendations based on investment goals, risk... ...or a related field 5+ years of experience in wealth... ...financial services CFP®, CFA®, CPA, or other relevant...Permanent employmentWork at officeLocal areaWork from home2 days per week3 days per week$100k - $135k
Financial Advisor Location: Downers Grove... ...- $135,000 per year Our client is... ...owned fee-based wealth management firms... ...join a fee-only planning firm with an established... ...and at least 5 years of... ...facing experience CFP® designation (Certified... ...Planner) CFA® and/or CPA...Full timeTemporary workWork at office$106.25k - $141.65k
...Position Title: Wealth Advisor Locations: Joliet... ...For more than 140 years, weve learned by serving... ...Midland States Bank, base salary is one component... ...Employee Stock Purchase Plan, 401K plan with company... ...Bachelors Degree. ~ CFP preferred. ~5-10 years previous...Full timeContract workTemporary workWork at officeImmediate startFlexible hours- ...investment management, wealth planning, and risk management. Facilitate... ...to client and internal advisor inquiries. Perform... ...from the existing client base and new client... ...presentation skills. Requirements CFP designation, or working towards it. 5+ years’ experience working in...Work at office
$74k - $138k
...Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship management... ...'s specific financial planning needs. Coordinates and... ...Typically between 5 - 7 years of relevant experience and... ...property. BMO will not pay a fee for any placement...Contract workPart timeLocal area$100k - $300k
...Organization RWA Wealth Partners is a... ...Wealth Advisors to join our independent... ...financial planning, and help lead the... ...Minimum of ten years of client-facing... ...strategies. CFP® credential required... ...Financial Analyst (CFA) or Chartered... ...The anticipated base salary range for...Local area- ...industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment... .... As an Associate Wealth Advisor, you’ll support 2–4 Wealth... ...customized financial planning support and address foundational... ...sabbatical after every 5 years of service for eligible positions...Work at office
$99.6k - $169.2k
## Associate Wealth AdvisorApplylocations... ...more than 135 years of financial experience... ...Wealth Advisor, Family Office Solutions... ...in wealth planning related work for... ...entity documents. 5. Coordinate... ...designations including CFP, CPA, JD, MBA... ...estimate of base pay. Northern Trust...H1bWork at officeWork from homeWorldwide$63.5k
...guide strategic and financial planning. Their practical, data‑driven... ...clients we serve across the value-based care practice Work both... ...business or healthcare discipline 2 years or more of experience in the... ...search firms, staffing agencies, fee‑based referral services, and...Hourly payFlexible hoursShift work$100k - $135k
...Description Financial Advisor Location:... ...- $135,000 per year Our client... ...owned fee-based wealth management firms... ...join a fee-only planning firm with an established... ...and at least 5 years of... ...experience CFP® designation (Certified... ...Planner) CFA® and/or CPA designations...Full timeTemporary workWork at office$100k - $120k
...This is a hybrid position based in the Chicago office.... ...to the VP of Financial Planning & Analysis. This role sits... ..., forecast, and prior year - surfacing the story behind... ...required; MBA or CFA designation a plus.... ...service to approximately 1.5 million REALTORS® working...Work at officeFlexible hours3 days per week$74k - $138k
...integrated business development plan. Act as the primary... ...experts to the client. Shares wealth solutions expertise and product... ...solutions and makes recommendations based on an understanding of the business... ...Typically between 5 - 7 years of relevant experience and post...Local area$61k - $119k
...Becoming a financial advisor at Northwestern... ...financial planning. On your path to... ...through a performance-based compensation... ...your first three years in the business.... ...course tuition fees and books. Compensation... ...Mutual Wealth Management Company... ...certification marks CFP®, CERTIFIED...Full timeContract workFor contractorsWork at office- ...Chicago, IL (Onsite | Territory-Based) ROLE SUMMARY The Wealth Advisor is a growth-focused role... ...investment and financial planning strategies Deliver annual... ...QUALIFICATIONS 7+ years of experience in wealth management... ...designations such as CFP, CRCP, AWMA, or ChFC preferred...
$1,000 per month
...integrated financial planning practice from the... ...business and client base Develop and... ...internship program year-round, you can continue... ...the Series 6 & 63 or CFP. Get inspired at... ...Representative or Advisor role upon graduation... ...Yello x WayUp (2022) ~5.0+ million clients...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Experienced Financial Advisor Honolulu,... ...be at least 18 years of age.... ...Description: Merrill Wealth Management is a... ...specializing in goals-based wealth management, including planning for retirement,... ...have at least 5+ years of... ...Financial Planner (CFP) and/or Chartered...Work at officeShift workDay shift
$85k - $135k
...looking to add an Advisor to the team. In this... ...This role blends planning, portfolio... ...tax, and broader wealth planning Performs... ...Experience ~4+ years within financial planning... ...required ~ CFP, CPA, CFA, or JD designation... ...Opportunity Base Salary: $85,000 -...Full timeWork at office$75k - $90k
Rewards Network is seeking an Analyst for Financial Planning & Analysis in Chicago. In this role, you will provide insights on business... ...possess a Bachelor's degree in finance or a related field with 2-5 years of relevant experience. This full-time position offers a...Full time$99.6k - $169.2k
...Solutions team, the Associate Wealth Advisor supports partners in wealth planning for ultra‑high net‑worth... .... Qualifications 2–4 years of estate and financial‑planning... ...progress or completed (CFP®, CPA, JD, MBA, etc.) are... ...600 – $169,200 per year, base pay. Comprehensive...Work at officeRemote work$85k - $95k
...Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team!... ...opportunity to work with a planning‑centric team... ...personalized wealth advice based on each client’s... ...65 or equivalent 4+ years of financial service experience CFP®, ChFC, CPA + PFS,...Local area$85k - $95k
...Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team!... ...to work with a planning centric team dedicated... ...personalized wealth advice based on each of our... ...5 or equivalent 4+ years of financial service experience CFP® or equivalent (ChFC...Work at officeLocal area- ...provide tailored advice, and oversee investment strategies. The ideal candidate will possess a CFP designation or be working towards it, have at least 5 years of experience in a wealth management context, and a strong understanding of financial markets. This role requires...
- ...Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role... ...personalized financial planning strategies. Candidates should possess... ...possess at least a Bachelor's degree, CFP® or CFA designation, and over 10 years of experience in wealth...
$52k - $64k
...Our vision for the future is based on the idea that transforming... ...best suited to the retirement planning needs of Empower customers. The... ...Tuition reimbursement up to $5,250/year Business-casual environment that... ...,000.00-$96,000.00 1 week ago CFA - Chartered Financial Analyst...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...Planner to join our wealth management firm... ...in financial planning within a supportive... ...with lead advisors and the financial... ...field required. 3+ years of experience in... ...toward the CFP® certification.... ...Experience using Asana. 5+ years of... ...Competitive salary based on experience and...Remote work
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