What are the responsibilities and job description for the Wealth Advisor position at HighPoint Planning Partners?
Company Description
HighPoint Planning Partners was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That’s why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.
Role Description
This is a full-time role as a Wealth Advisor at HighPoint Planning Partners located in Hoffman Estates, IL, with flexibility for remote work. As a Wealth Advisor, your day-to-day tasks will involve assisting individuals and families with their financial planning needs, providing investment advice, and helping clients make informed decisions to secure their financial futures.
Qualifications
· FINRA Series 7, 66 (or 63 & 65), Illinois Life/Health
- Strong understanding of financial planning principles and investment strategies
- Excellent communication and interpersonal skills to build client relationships
- Certified Financial Planner (CFP) certification is desired
- Knowledge of tax laws, insurance products, and estate planning
- Ability to analyze financial data and provide suitable recommendations
- Structured Notes experience desired