Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999, and have grown to more than $800 million in assets under management almost solely due to referrals from our existing clients. Our clients trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else, and we have superior knowledge in all areas of financial planning and investment management.
Our Wealth Managers pride themselves on forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated person to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients' lives.
Duties and Responsibilities:
This position is responsible for providing financial planning advice to the firm's clients and managing client portfolios in accordance with the firm's policies, goals, objectives, and vision. This person will report to the Senior Wealth Manager and also collaborate directly with the President of the firm. Major areas of responsibility include the following:
Provide financial planning advice to high net worth individuals
Conduct client portfolio and financial planning reviews
Form meaningful, long-lasting client relationships
Manage client investments
Bachelor's degree from an accredited college or university
CERTIFIED FINANCIAL PLANNER designation, CPA or PFS a plus
Minimum of 3 to 5 years experience in the financial services industry
High level of organization, accuracy, and attention to detail
Exceptional oral and written communication skills
High-level computer skills
Preferred Experience and Attributes:
Financial planning experience
Knowledge of small business retirement plans
FINRA Series 7 and 66 licenses
Experience using Junxure CRM software or similar technology
Knowledge of SEC and FINRA regulations and industry best practices
About Nadler Financial Group
Nadler Financial Group is a boutique financial services firm specializing in financial planning, wealth management, and employee benefits.