Associate Financial Advisor

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

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
You need to sign in or create an account to save a job.

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

Company

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
Telephone
630-548-9700
Location
2443 Warrenville Road
SUITE 150
Lisle
IL
60532
United States

Apply for Associate Financial Advisor

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert