Mowery & Schoenfeld LLC Verified 11h ago
Wealth Management Advisor
Lake Forest, Illinois, United States On-site
Salary not listedPaySalary not listed
TypeFull-time
Work settingOn-site
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
We are always looking for employees with a focus on growth, community, and superior client service to join our team.
What you'll bring
- Bachelor’s degree in finance, economics, or related field.
- 2+ years of proven client facing experience with an RIA or similar firm required.
- Series 65 licensure.
- CFP certification or eligibility with CPA or SFA background welcomed.
- Financial planning software knowledge such as MoneyGuidePro®.
- High-level client service skills and ability to explain complex financial concepts clearly.
- Strong written and verbal communication skills.
- Acts with integrity and uses care with confidential information.
- Join a Firm That Expects More — and Gives More
- We’re building a firm of people who take pride in doing things the right way.
- Experience with Tamarac and Envestnet and knowledge of Schwab and Fidelity custodial platforms a plus.
- Bilingual in Spanish is a huge plus!