78 cfp jobs at 38 companies in Oak Lawn, IL
2mo
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Vice President - Wealth Advisor
Lake Forest, Illinois, United States
$100k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years relevant experience, proven business development skills, strong networking and communication, progress toward CFP/CFA a plus.
3mo
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Associate Financial Advisor
Itasca or Elk Grove Village
$70k-$90k/yr OnsiteFull Time
2+ YOE4-year degree; 2+ years wealth management experience; CFP preferred; strong analytical, organizational, and communication skills; able to manage multiple projects.
2mo
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Senior Director, Head of Investments
Lisle, Illinois, United States
$115k/yr OnsiteFull Time
10+ YOE10+ years financial services experience; leadership of trading/investment teams; strong operations; RIA/TAMP/custodian knowledge; CFA/CAIA/ CFP preferred.
4d
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Wealth Advisor - Director
Hinsdale, Illinois, United States
$102k-$190k/yr OnsiteFull Time
7+ YOERequires 7+ years of relevant experience and a post-secondary degree or equivalent. HNW client experience and wealth management expertise required; MBA and CFP preferred.
Risk Management Framework
3mo
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Vice President, Financial Planning Director - Mid America Region
Chicago, Illinois, United States
$140k-$200k/yr OnsiteFull Time
5+ YOELead financial planning for high-net-worth clients; CFP required; 5+ years planning experience; Series 7/66 preferred; Bachelor's degree.
MoneyGuidePro, Morgan Stanley planning tools
2w
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Senior Financial Advisor
Oak Brook, Illinois, United States
HybridFull Time
5+ YOEBachelor's degree in finance/economics/business required, 5+ years advising experience, strong investment and planning knowledge, exceptional communication, CFP or CFA preferred.
3mo
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Senior Portfolio Advisor II, WM
Winnetka, Illinois, United States
$165k-$288k/yr OnsiteFull Time
12+ YOE12+ years investment management; UHNW client experience; strong leadership, sales, and investment strategy skills; CFA/CFP/CIMA/CPWA/CAIA or MBA preferred.
1mo
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Financial Planning Specialist II
Urbana or Naperville or Kansas City or St. Louis or Tomahawk or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$64k-$80k/yr OnsiteFull Time
2+ YOEBachelor's in finance required, 2+ years financial planning experience, CFP required or ability to sit for exam, proficiency with Microsoft Office and Smartsheet, strong communication and analytical skills.
Microsoft Office, Smartsheet
4d
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Portfolio Manager - Private Asset Management
Chicago or Wheaton or Evanston
$145k-$175k/yr HybridFull Time
5+ YOERequires 5+ years working directly with wealth management clients and Series 65 registration within 120 days; university degree, CFA, CFP, and 7+ years are preferred.
3mo
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Personal Financial Counselor; Assignment Ready Counselor, PFC, Gary, IN
Gary, Indiana, United States
$58k-$94k/yr RemotePart Time
3+ YOEPart-time remote Personal Financial Counselor with 3+ years financial counseling; US citizen; degree or equivalent; AFC/CFP/ChFC certifications; Driver License required.
2w
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Senior Investment Manager
Chicago, Illinois, United States
$52k-$96k/yr OnsiteFull Time
10+ YOE10+ years investment management experience; Series 7 and state registrations; SAFE Act registration; CFP or CPWA preferred; strong communication, analytical, and portfolio management skills.
Salesforce
2d
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Client Relationship Manager
Chicago, Illinois, United States
$60k-$130k/yr OnsiteFull Time
3+ YOERequires 3–6 years of relevant advisory experience preferred, a bachelor's degree preferred, Series 7 and 66 licenses, and proficiency in Microsoft Office. CFP or CPA preferred.
Microsoft Office
2w
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Executive Wealth Services Advisor
Boston or Chicago or Los Angeles
$177k-$300k/yr OnsiteFull Time
7+ YOEAdvanced wealth and executive compensation planning expertise; 7+ years planning-related experience desired; JD/CPA/CFP preferred; strong technical, communication, and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
1mo
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Private Wealth Advisor
Chicago, Illinois, United States
OnsiteFull Time
5+ YOEUndergraduate degree, 5+ years wealth management or related experience, proven business development and referral network, CFP/CFA/MBA preferred, strong communication and client relationship skills.
3w
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Vice President, Branch Leader - Orland Park, IL
Orland Park, Illinois, United States
$96k-$210k/yr OnsiteFull Time
5+ YOE3+ MgmtRequires 5+ years in financial sales, active Series 7, 9, 10, and 66 licenses, brokerage and mutual fund expertise, and leadership experience; a bachelor's degree and CFP are preferred.
FINRA
1mo
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
1mo
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Financial Planning Strategist
Chicago, Illinois, United States
$110k-$130k/yr OnsiteFull Time
Experience creating and presenting financial plans for HNW/UHNW clients; proficiency with eMoney, Microsoft Office, and Adobe; CFP, CTFA, CPA or similar designation preferred; strong communication and analytical skills.
eMoney, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe
3w
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Client Portfolio Manager III
Chicago, Illinois, United States
$117k-$158k/yr OnsiteFull Time
5+ YOEBachelor's degree, CFP or 5+ years portfolio management experience, 5+ years industry experience, experience with high-net-worth and family office clients, strong communication and fiduciary skills.
Order Management System (OMS)
2mo
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Vice President - Wealth Advisor
Lake Forest, Illinois, United States
OnsiteFull Time
5+ YOE5+ years of relevant experience; Bachelor's degree; progress toward CFP/CFA a plus; strong networking and client relationship skills; entrepreneurial, sales-driven; on-site 5 days a week.
1mo
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Financial Advisor - IL
Downers Grove or Illinois
OnsiteFull Time
5+ YOECFP (or CFA/CPA) required, 5+ years client-facing experience, comprehensive financial planning knowledge, supervisory experience, bachelor's degree in a finance-related field, and proficiency with Microsoft Office.
Microsoft Office
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