Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999. We have grown to more than $1 billion in assets under management almost solely due to referrals from our existing clients. Our clients trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else and they know we have superior knowledge in all areas of financial planning and investment management.
Our firm is known for forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated, relationship driven and detail-oriented person with public accounting experience and a passion for wealth management to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients’ lives.
Duties and Responsibilities:
This position is responsible for developing relationships with and providing financial planning advice to the firm’s clients and managing client portfolios in accordance with the firm’s policies, goals, objectives, and vision. This person will report to the Senior Wealth Manager and collaborate directly with the President of the firm. Major areas of responsibility include the following:
Provide financial planning advice to high net worth individuals
Conduct client portfolio and financial planning reviews
Form meaningful, long-lasting client relationships
Manage client investments
Participate in and/or lead firm-wide projects
Bachelor’s degree from an accredited college or university
CPA with experience in public accounting required
CFP® or PFS certification preferred
Minimum of 5 to 7 years in the financial services industry
High level of organization, accuracy, and attention to detail
Exceptional oral and written communication skills
High-level computer skills
Preferred Experience and Attributes
Financial planning experience
Knowledge of small business retirement plans
FINRA Series 7 and 66 licenses
Experience using Junxure CRM software or similar technology
Knowledge of SEC and FINRA regulations and industry best practices
Additional Salary Information: Base salary and discretionary bonus - no commission or sales
About Nadler Financial Group, Inc.
Nadler Financial Group is a boutique financial services firm specializing in financial planning, wealth management, and employee benefits.
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