Masis Staffing Solutions · 13 hours ago
Financial Advisor
DuPage County, IL
Full-time
Onsite
Senior Level
5+ years expMasis Staffing Solutions is an established, independent wealth management firm in the western suburbs of Chicago, seeking an experienced Financial Advisor to join their team. This role involves managing and expanding a client base while providing comprehensive financial planning and proactive service in a collaborative environment.
Human ResourcesInformation TechnologyStaffing Agency
Hiring Manager
Tim Hanson, MBA
Responsibilities
Manage and expand an existing book of business while continuing to grow your own client relationships
Lead the full financial planning process, from discovery through ongoing monitoring
Serve as the primary relationship manager for clients, delivering high-touch, proactive service
Oversee planning across investments, retirement income, risk management, tax considerations, and estate coordination
Collaborate with internal team members and outside specialists to implement planning strategies
Maintain accurate CRM and planning system records
Participate in firm initiatives, compliance efforts, and culture-building activities
Qualification
Required
5+ years of experience as a Financial Advisor or Wealth Manager
Existing, portable book of business required
Strong knowledge of holistic financial planning and wealth management
Series 65 (or equivalent) required
Strong communication skills and a relationship-first mindset
Organized, self-motivated, and comfortable working with planning and CRM software
Preferred
CFP® designation preferred
Benefits
Competitive and scalable compensation structure
Dedicated administrative and planning support
Collaborative team culture with flexibility and autonomy
Long-term growth opportunity within a stable, well-respected advisory firm
Company
Masis Staffing Solutions
Masis Staffing Solutions is a staffing and recruiting company specializing in light industrial recruitment services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
F
Frankie Vaccaro
President & COO
Recent News
Worcester Business Journal
2024-04-06
Company data provided by crunchbase