Mowery & Schoenfeld LLC

Wealth Management Advisor

Lake Forest, Illinois, United States

Sponsorship not specifiedDetected 492 days ago

Financial AnalysisAccountingCommunicationCollaborationAdaptability

About the role

Are you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding career development?
Our rapidly growing wealth management practice presents a fantastic opportunity for hungry wealth advisors with exceptional follow-through and a passion for client service.

Engage with existing clients to address their financial planning goals through building trust and maintaining strong relationships.
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.
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.
Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community.

Do you have a passion for investments and helping others reach their financial goals through strategic wealth management?
From day one, you can make an impact and contribute to the department's continued success!
Comfort with financial planning software and custodial platforms, as well as adaptability to learn new technology, is essential.
Creation and presentation of comprehensive financial analyses and plans which demonstrate a strong understanding of each client's needs.
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.
Bilingual in Spanish is a huge plus!

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.
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.

This listing is sourced directly from Mowery & Schoenfeld LLC's careers page and normalized into a canonical job model.