Wealth Management Advisor

Are you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding career development? Do you have a passion for investments and helping others reach their financial goals through strategic wealth management? Our rapidly growing wealth management practice presents a fantastic opportunity for hungry wealth advisors with exceptional follow-through and a passion for client service. From day one, you can make an impact and contribute to the department’s continued success!

• Attend meetings with existing clients as well as prospects.

• Educate clients on financial concepts and investment options to help them make informed decisions.

• Engage with existing clients to address their financial planning goals through building trust and maintaining strong relationships.

• Creation and presentation of comprehensive financial analyses and plans which demonstrate a strong understanding of each client’s needs.

• Stay current on trends in the economy, financial markets, and regulatory changes to ensure consistency in appropriate client recommendations.

• Bachelor’s degree in finance, economics, or related field.

• 2+ years of proven client facing experience with an RIA or similar firm required.

• Experience with Tamarac and Envestnet and knowledge of Schwab and Fidelity custodial platforms a plus.

• 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.

• Bilingual in Spanish is a huge plus!

We’re building a firm of people who take pride in doing things the right way.

We’re looking for individuals who are:

We believe our people want:

You’ll do well here if you:

Take initiative without waiting to be asked

Care about the details and the bigger picture

Communicate clearly and confidently

Are career driven and motivated

Want to be part of a team that pushes each other to be better

Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.