Associate Financial Advisor

Sebold Capital Management, Inc.
Lisle, Illinois
Based on experience
Closing date
Dec 8, 2021

View more

Job Role
Financial Planner
Employment Type
Full Time
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Job Details

This talented candidate will step into an instrumental role within our financial planning and portfolio
management departments.

  • Preparing materials for client and prospect meetings
  • Providing client relationship support
  • Assisting in recommending and executing financial planning objectives for clients
  • Preparing performance and other reports using portfolio management software
  • Reviewing portfolios and assisting in rebalancing/trading processes
  • Reconciling transactions and assisting with data management projects
  • Compiling investment and macroeconomic research

The qualified candidate will have:

  • Bachelor’s degree in finance / accounting or equivalent
  • CFP® preferred, or in process of obtaining certification
  • Two years business related experience
  • Strong analytical and attention to detail
  • Effective written and verbal communication skills with a persuasive and articulate
    communication style helpful
  • Excellent time management skills
  • High level of proficiency with MS Office
  • Tamarac / eMoney, and Junxure knowledge a plus

What Sebold Capital has to offer our staff:

  • Competitive Salary
  • 401k Plan
  • Health & Life insurance
  • Paid-Time off including 9 paid holidays
  • Innovative small-office culture that values each team member’s input
  • Employee lunches and outings
  • Class A office near I-88


Sebold Capital Management, Inc. is a fee-only wealth management firm that creates value for high net-worth clients. We commit to putting our clients' needs first, providing services guided by their priorities. We work to accomplish our clients' goals by utilizing a holistic view of their assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry.

Find Us
2443 Warrenville Road
United States

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