Job Details

Are you a polished, people-focused professional with a passion for wealth management? We’re an expanding wealth advisory practice in Oak Brook and looking for a full-time Wealth Advisor to join our close-knit team. If you love building meaningful client relationships and crafting personalized investment strategies, let’s talk!

What’s it like working with us?
We’re a small, fast-paced team that thrives on collaboration, communication, and delivering an exceptional client experience. Every investment strategy we design is custom-built around our clients’ goals and dreams—no cookie-cutter plans here. We believe in high-touch service and thoughtful, clear communication every step of the way.

What makes someone a great fit?
We're looking for someone who:

• Communicates clearly and confidently.
• Stays organized, even when juggling multiple priorities.
• Has a strong work ethic and brings a positive, can-do attitude to the team.
• Is personable, enthusiastic, and genuinely enjoys helping others.
• Respects confidentiality and is adaptable when things shift quickly (as they often do!).

A peek at your day-to-day:

• Dive into market analysis and provide expert, tailored financial advice to help our clients grow and protect their wealth.
• Build lasting relationships with clients to truly understand their financial goals, risk tolerance, and preferences.
• Sit in on client meetings, take notes, and follow up on action items.
• Develop personalized wealth management plans—investment strategy, retirement planning, portfolio allocation, and more.
• Keep a close eye on client portfolios—monitor performance, rebalance when needed, and ensure we’re aligned with their objectives.
• Be there for clients with proactive advice and guidance, answering questions and offering thoughtful solutions.
• Cross-train with team members to support each other and ensure a seamless client experience.
• Take on occasional special projects or unique client requests—we value initiative and flexibility.

What you’ll bring to the table:

• A bachelor’s degree in finance, accounting, tax, economics, or a related field (preferred).
• 5+ years of experience in investment or wealth management, preferably in a client-facing role.
• Licenses: Series 7, 63, and 65.
• Proficiency in Microsoft Excel, Word, and Office suite.
• Experience with DST Vision, Pershing, Salesforce (or similar CRMs) is a big plus.
• A team player mindset with a strong sense of integrity, stewardship, and a passion for helping clients succeed.
• Strong problem-solving skills and attention to detail.
• Great communication—both written and verbal.

What we offer:
Benefits: 401(k), performance bonus, 12 days PTO, and paid holidays.

Schedule: Full-time, in-office. Monday–Thursday, 9:00 AM–5:30 PM, and Fridays, 9:00 AM–3:00 PM.

Location: Oak Brook, IL.

Compensation: Base salary commensurate with experience, plus bonus based on firm profitability.

Sound like a good fit? We’d love to hear from you! Join a firm that values relationships, integrity, and a passion for personalized wealth management.