73 cfp jobs at 38 companies in Wheaton, IL
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Wealth Advisor
Oakbrook Terrace, Illinois, United States
$90k-$135k/yr OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years in financial planning or related field; Series 65 CFP or CFA required.
eMoney, MoneyGuide Pro
2mo
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Financial Advisor
Chicago, Illinois, United States
$96k-$162k/yr OnsiteFull Time
5+ YOEMinimum 5+ years in securities sales; Series 7 and 66 licenses; broad securities knowledge; CFP preferred.
Salesforce, Microsoft Office, Investment platforms
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.
2mo
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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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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
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.
4w
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Financial Advisor
Chicago, Illinois, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing experience, entrepreneurial drive, ability to obtain SIE, Series 6,7,63 and life/accident & health certifications; CFP support available.
6d
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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.
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
1w
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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
2mo
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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.
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.
2mo
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Client Relationship Manager
Chicago, Illinois, United States
$60k-$130k/yr OnsiteFull Time
3+ YOE3-6 years of advisory experience in a family office services group; bachelor's in business/finance/accounting; Series 7 and 66; CFP/CPA preferred; proficient in MS Office.
Microsoft Office Suite
4d
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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
3w
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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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Wealth Associate Relationship Manager
Racine or Kenosha
OnsiteFull Time
2+ YOEBachelor's degree and 2+ years working with affluent clientele; commitment to pursue CFP; Series 65 required or obtainable within six months; strong communication, organization, and financial knowledge.
2d
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Relationship Manager - Highland Park, IL
Highland Park, Illinois, United States
$48k-$91k/yr OnsiteFull Time
1+ YOERequires FINRA Series 7 and 66 licenses or ability to acquire Series 66, 1–3 years in financial services, client service, financial markets knowledge, planning skills, compliance awareness, and polished communication.
FINRA, CFP, ERISA
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
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.
2w
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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)
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