Wisdom Investments Inc · 1 week ago
Financial Advisor (Spanish Speaking)
Hoffman Estates, IL
Full-time
Hybrid
New Grad, Entry LevelWisdom Investments Inc. is a privately-owned, independent financial planning company serving the Chicagoland area since 1999. They are seeking a Financial Advisor to provide personalized financial planning and investment services, evaluate clients' financial situations, develop strategies, and manage investments.
AccountingAdviceFinancial ServicesRisk Management
Responsibilities
Providing personalized financial planning and investment services to clients
Evaluating clients' financial situations
Developing strategies to meet their financial goals
Managing investments
Providing ongoing financial advice
Conducting client meetings
Preparing financial plans
Staying up-to-date with market trends and regulatory requirements
Qualification
Required
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
A Bachelor's degree in Finance, Economics, or a related field
Ability to work independently and as part of a team
Preferred
Financial Planning, Retirement Planning, and Financial Advisory skills is a plus
Finance and Investments experience is a plus
Certified Financial Planner®️ (CFP®️) designation is a plus
Experience with financial planning software and tools is a plus
Company
Wisdom Investments Inc
Serving the Chicagoland area since 1999, we have a reputation built on helping successful individuals achieve their financial planning and Investment goals.
Founded in 1999
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase