Financial Advisor - Wealth Management & Financial Planning
Location: Glenview, IL.
About Rounsfull Financial Group
Rounsfull Financial Group is a wealth management and financial planning firm located in Glenview, Illinois. We take a comprehensive, tax-aware approach to helping individuals, families, and business owners make confident financial decisions and work toward their long-term goals.
Our firm brings together wealth management, financial planning, and tax planning expertise to provide thoughtful, personalized guidance. We pride ourselves on building lasting client relationships, working collaboratively, and helping our clients understand not just what we recommend, but why.
About the Opportunity
We're looking for a motivated Financial Advisor to join our growing team.
The ideal candidate has experience in a wealth management firm, financial planning practice, or broker-dealer environment and is eager to continue developing their knowledge and skills.
This is an opportunity for someone who values client relationships, enjoys working as part of a collaborative team, and is interested in growing into a more senior advisory role over time.
You'll have the opportunity to work closely with an experienced financial advisor, contribute to comprehensive financial planning strategies, and gain exposure to our integrated approach to wealth management and tax planning.
Key Responsibilities
- Assist in developing and implementing comprehensive financial plans tailored to clients' goals and circumstances.
- Participate in client meetings, financial reviews, and ongoing planning discussions.
- Analyze investment portfolios, retirement strategies, and other financial planning considerations.
- Collaborate with the firm's wealth management and tax professionals to identify planning opportunities.
- Help maintain and strengthen long-term client relationships through responsive, personalized service.
- Maintain accurate client records and adhere to applicable regulatory and compliance requirements.
- Continue developing technical expertise, advisory skills, and client relationship management capabilities.
Qualifications
- Experience in wealth management, financial planning, investment advisory, or a broker-dealer environment preferred.
- Familiarity with investment management, retirement planning, and financial planning concepts.
- Relevant securities registrations, investment adviser qualifications, or professional designations are preferred, or a willingness to obtain required credentials.
- Bachelor's degree in finance, business, economics, accounting, or a related field preferred.
- Strong interpersonal and communication skills with a client-first mindset.
- Excellent organizational skills, attention to detail, and a willingness to learn.
- Ability to work collaboratively while taking initiative and managing responsibilities independently.
- Knowledge of tax planning concepts is a plus, but not required.
Why Join Rounsfull Financial Group?
At Rounsfull Financial Group, you'll be part of a close-knit team that values collaboration, professional development, and meaningful client relationships.
We offer an opportunity to learn from experienced professionals, broaden your financial planning expertise, and take on increasing responsibilities as you grow within the firm.
For the right individual, this position offers the potential to develop into a long-term senior advisory role and become an important part of the firm's future.
We'd love to hear from individuals who are passionate about financial planning and interested in building a rewarding career with our team.
