Wealth Advisor
$120k - $175kLeoForce
Job Description 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? 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
- J-18808-Ljbffr LeoForce
$75k - $160k
Application Deadline:10/29/2026Address:114 W First StreetJob Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience...SuggestedFull timeContract workPart timeLocal area- Fifth Third Bank seeks a Wealth Management Advisor-II in Oak Brook, IL to lead client relationships and drive wealth solutions. You will work with a cross-functional team to profile clients, identify financial needs, and deliver tailored wealth planning, investments, and...Suggested
- JPMorgan Chase in Oak Brook, Illinois is seeking a Private Client Advisor to deliver personalized financial planning and advisory services to a range of clients. You will focus on building a book of business and maintaining relationships, emphasizing client needs and integrity...Suggested
- TwinThread is seeking a Private Client Advisor in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on building relationships, providing exceptional service and advice to meet clients' financial needs. The ideal...Suggested
- A leading financial institution in Oak Brook is seeking a Financial Advisor to develop a book of business and deliver tailored investment solutions. The ideal candidate will have a minimum of one-year experience in financial services, hold necessary licenses, and demonstrate...SuggestedTraineeship
$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Lombard, IL4 days ago$61k - $119k
...Build a Business. Create Your Future. Financial Advisor | Northwestern Mutual Are you looking for more than a job? At Northwestern Mutual, we’re seeking ambitious, entrepreneurial professionals who want to build a long-term career helping individuals and families achieve...Night shiftBBG Ventures
Lombard, IL14 hours ago$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Lombard, IL14 hours ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
Downers Grove, IL2 days ago$36k
...more than your next job? Join Northwestern Mutual as a Financial Advisor and build a long-term career helping individuals, families, and... ...Provide guidance on insurance, investments, retirement, and wealth planning Grow and manage your own client practice What We Provide...Work at officeLocal areaBBG Ventures
Villa Park, IL2 days ago- ...Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must...Work at officeLocal area
Western & Southern Life
Oak Brook, IL1 day ago - ...We're looking for a dynamic, detail-oriented Financial Advisor to join a collaborative advisory team. In this role, you'll work alongside experienced advisors to support clients through key financial moments. Your energetic approach and organizational skills will ensure...Work at office
TriWealth Partners
Oak Brook, IL1 day ago - ...experience in Business or Sales preferred. Consistent record of achievement in all employed or volunteer positions preferred. Finance Advisor or sales Diverse Business owner Being able to make business decisions should have finance and sales background is a plus Employee...Full timeH1b
ClifyX
Lombard, IL8 hours ago $80k - $110k
...Financial AdvisorOur client is a boutique wealth management firm located in Oakbrook Terrace, IL. This firm provides comprehensive financial... ..., and business owners. They are seeking a Financial Advisor that will have an opportunity for rapid advancement to a Private...Financial Planner Recruiting, LLC
Villa Park, IL3 days ago$77.9k - $199k
...skills, experience, qualifications and the career level at which the position is filled.We are currently seeking a High Net Worth Wealth Advisor. This group is a business designed for clients with diverse and complex financial priorities; those with a need for robust...- Senior Financial PlannerCompany OverviewWe are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exception service. We...
$120k
..., United StatesSalary: $120,000.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy...Full time- Northwestern Mutual is recruiting financial representatives who start by building a client base and earning licenses to become financial advisors. You will learn through award-winning training and work toward owning your own practice with uncapped earning potential under a...
$90k - $100k
Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...Temporary workLocal areaFlexible hours- ...recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. We do not accept resume submissions from...Full time
- Financial Advisor - Illinois JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced...Full timeTemporary workWork at office
$36k - $75k
...Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor within 24 months or less. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation,...TraineeshipLocal areaHome office- ...Lakeshore Financial Group, our financial professionals and financial advisors are here to serve as your source of support. Our team is... ...retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands‑on...For contractorsWork at officeRemote work
$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Downers Grove, Illinois. You will build and manage client relationships, developing personalized financial plans. The ideal candidate possesses a Bachelor's degree, entrepreneurial spirit, and strong communication skills...$99.6k - $169.2k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...in the office and working from home.As an Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting...Full timeH1bWork at officeWork from homeWorldwideFlexible hours$85k - $240k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management... ...wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of...$75k - $90k
...Financial Services AssociateOur client is a rapidly growing boutique Wealth Management and Fidelity Registered Investment Advisory firm located in Oakbrook Terrace, IL. The firm provides comprehensive financial planning and wealth management services to affluent and ultra...Summer workWork at officeFinancial Planner Recruiting, LLC
Villa Park, IL3 days ago$300k
...Senior Financial AdvisorAFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses... ...conservation, and preserving wealth. As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role...Full timeWork at officeLocal areaAFIN Family Wealth Management
Oak Brook, IL14 hours ago$120k - $185k
...professionalism, ethics, quality, and integrity Open and ready to expand your network with clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering,...Full timeWork experience placementLocal areaBerkeley Research Group
Bellwood, IL14 hours ago- Northwestern Mutual is offering a college internship as a Financial Representative in Oak Brook, Illinois. The program provides students the opportunity to build a financial planning practice while receiving guidance from industry experts. Students will learn skills in...InternshipFlexible hours
Northwestern Mutual
Oak Brook, IL1 day ago
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