Wealth Management Advisor

Position: Wealth Management Advisor
Location: Clark Wealth Partners - O'Fallon, IL
Type: Full-time

Company Overview:

Clark Wealth Partners LLC is a prestigious Financial Advisory firm with $220 million in assets under management and a diverse client base. We excel in delivering tailored financial planning and wealth management solutions, crafting personalized strategies to help our clients achieve their financial aspirations. Our firm operates on a foundation of teamwork, bringing together the collective expertise and dedication of our professionals to provide unparalleled service and innovative solutions. This collaborative approach ensures every client benefits from a holistic perspective, reinforcing our commitment to a forward-thinking environment where innovation and exceptional client experiences are paramount.

Key Responsibilities

As a Wealth Management Advisor, you will:

• Focus exclusively on servicing Clark Wealth Partners’ (CWP) existing client base, with no prospecting or new client acquisition responsibilities—allowing you to dedicate your expertise to enhancing client satisfaction and outcomes.
• Build and maintain lasting relationships with clients by understanding their financial goals and objectives.
• Develop and implement comprehensive financial plans tailored to clients’ unique needs.
• Provide expert advice on investment management, retirement planning, estate planning, tax strategies, and risk management.
• Stay informed on market trends, regulatory changes, and emerging financial products to offer up-to-date guidance.
• Collaborate with team members to deliver exceptional service and support to clients.
• Conduct periodic reviews with clients to assess progress and adjust financial plans as needed.
• Adhere to ethical standards and maintain confidentiality with all client interactions.

Compensation & Benefits:

Clark Wealth Partners offers a competitive compensation package designed to reward your expertise and contributions. In addition to a competitive salary, you will receive a share of revenue, offering long-term financial benefits. Our comprehensive benefits package includes:

• Paid Healthcare
• 401(k) Plan with Employer Match
• Employer Matching for Charitable Contributions
• Generous Paid Time Off
• Path to Partnership

We are dedicated to providing a supportive and rewarding environment that promotes both professional growth and personal well-being.

What We’re Looking For:

We are seeking a dynamic and experienced Wealth Management Advisor who is committed to delivering exceptional client outcomes, adept at navigating complex financial scenarios, and thrives in a collaborative team environment. The ideal candidate should have:

• A client-first mindset with exceptional interpersonal and communication skills.
• Proven ability to develop and maintain relationships with high-net-worth individuals and families.
• Strong analytical and problem-solving skills with a detail-oriented approach.
• A commitment to ethical standards and maintaining client confidentiality.
• A results-driven attitude and dedication to continuous professional growth.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field (preferred).
• Certification as a CFP, CFA, or similar designation preferred (or willingness to obtain).
• A minimum of 2 years of experience as a Financial Advisor or in a similar financial planning or wealth management capacity.
• Knowledge of investment products, retirement planning, estate planning, and tax strategies.
• Strong ability to analyze financial data and create actionable recommendations.
• Proficiency with financial planning software.
• Excellent organizational skills and the ability to manage multiple client relationships simultaneously.
• Required: Series 65 or 66 license.

Application Process

Interested candidates should submit a resume and a cover letter outlining their qualifications and why they are a good fit for the role to dgederman@clarkwealthpartners.com

• Resume detailing relevant experience and qualifications.
• Cover Letter explaining why you are a great fit for this role and your interest in joining Clark Wealth Partners.

At Clark Wealth Partners, we believe in empowering our team members to make a meaningful impact on the financial well-being of our clients. Join us in shaping the future of wealth management.

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Professional development assistance

Education:

• Bachelor's (Required)

Experience:

• Financial planning: 2 years (Required)

Ability to Commute:

• O'Fallon, IL 62269 (Required)

Ability to Relocate:

• O'Fallon, IL 62269: Relocate before starting work (Required)

Work Location: In person

Salary : $70,000 - $100,000