Location: Hoffman Estates, IL (in-office for client meetings)

Employment Type: Full-time, W-2

Position Summary

We’re looking for a detail-oriented, client-focused professional who thrives in a collaborative environment and finds purpose in making a meaningful difference in clients’ lives.

The Wealth Advisor will:

Serve as a relationship manager for both new and existing clients of the firm
Deliver comprehensive financial planning with an emphasis on retirement and tax strategies
Provide proactive, high-touch service to build client confidence and trust
Partner with the business development team to onboard new client relationships

This role centers on client service and relationship management rather than prospecting. Advisors who bring in new clients through their own networks will be eligible for a business development bonus.

Compensation & Benefits

Salary: $100,000–$140,000 annually, based on experience and professional designations
Schedule: Monday–Friday, 9 AM–5 PM, and two Saturday mornings per month

Benefits include:

401(k) with employer match
Employer-paid disability insurance
Paid holidays and generous PTO
Paid professional development opportunities
Team-building events and a supportive culture
Business laptop and iPhone provided
Bonus opportunities for bringing in new business

About You

Education & Experience

5+ years providing financial planning services in a client-facing role
Bachelor’s degree required; Financial Planning or related field preferred

Licenses & Designations

CFP® designation preferred

Skills & Traits
Excellent interpersonal, verbal, and written communication skills
Ability to explain complex financial concepts in a clear, approachable way
Strong analytical skills and sound independent judgment
Professional presence with a proven ability to build trusted relationships
Highly organized, disciplined, and able to manage multiple projects and deadlines
Tech-savvy, process-oriented, and adaptable to new tools and systems

Technology We Use

We leverage modern tools to deliver efficient, high-quality planning and service for our clients:

eMoney: financial planning
Holistiplan: tax planning
Redtail CRM: client management
Schwab Advisor Center: custodian platform

What You’ll Be Doing

Develop and present comprehensive wealth management strategies, including retirement income planning, tax planning, estate planning, education funding, insurance review, charitable giving, employee benefits, and asset allocation
Provide proactive communication and timely follow-up to ensure clients feel supported and confident
Lead quarterly review calls and annual planning meetings to keep clients on track with their goals
Collaborate with clients’ outside professionals (estate attorneys, CPAs, insurance agents, etc.) to ensure cohesive strategies
Partner closely with the internal team to deliver a seamless client experience

The Dala Group jobs

Wealth Advisor