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Quick Question:

The number of years of hands on experience working in the financial planning industry are:
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Quick Question:

I have hands on experience within the following areas of financial planning:
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Quick Question:

Within the last 5 years, what role did the following play in your job:
New business development/prospecting for new clients.
Please note that this position is no longer available.
If you would like to be considered for similar opportunities now or in the future, feel free to apply and/or set up a notifier for yourself.
Financial Planner / Advisor
IL - Arlington Heights
Opportunity Snapshot
Top reasons to consider aligning your career with Vantage Financial Partners
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Chance for an analyst to step up, or for a solo FP to take advantage of established infrastructure

If you have mastered the five key elements of the CFP (net worth, cash flow, insurance, tax, and estate planning) and you have strong client-facing skills, this position offers you some great opportunities. You will:
  • Enjoy strong support from seasoned professionals (including our President) who will wholeheartedly help you build a robust client base.
  • Expand your skills in both planning and analysis, gaining the experience you need to obtain your CFP, if you don't already have it. Quick question for you - click here
  • Enjoy a degree of autonomy in managing your clients in a collaborative culture driven by strong values.
  • Join a smaller firm where you won't be compartmentalized; we encourage cross-fertilization and you'll work with teams in multiple functional areas.
  • Earn a competitive salary and great benefits, including support for continuing education and certification.
Vantage Financial Partners serves clients locally and across the globe. Our client relationships range from corporate CEOs to business owners, retirees, dedicated savers, executives and NexGen. We delight in long term relationships with multi-generational family connections. Through our core values of Integrity, Objectivity, Excellence, Teamwork and Professionalism, we serve our clients by upholding the highest industry standards while striving to move the bar higher.
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Build a Progressive Career Home and Grow Your Skills at a Stable Firm Serving Diverse Clients
The Requirements
Find out what it takes to thrive in this role.
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To be a good fit for the Financial Planner opportunity, you will have:
  • A minimum of 3 to 5 years of experience in the financial planning industry. A CFP certification is preferred.
  • A solid understanding of net worth, cash flow, insurance, tax and estate planning. Quick question for you - click here
  • Comprehensive understanding of the markets, economy and investments.
  • Proven strong relationship-building skills.
  • A general understanding of trading and strategic plan design.
  • Leadership skills and the ability to coordinate internal resources.
  • Analytical skills.
  • Technical acumen and computer proficiency.
  • Discernment and tenacity.
  • The ability to create mature and focused written communications as well as strong, clear, warm, and concise verbal engagement.
  • A heart to serve.
We also will require that you sign a professional agreement regarding client relationships.
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The Role
If you meet the minimum qualifications, feel free to apply at any time. If you'd like some additional details about the role, please read below.
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As a Relationship Manager, the key responsibility of the role is leading the relationship with each of your clients. You'll join a team that includes five other Relationship Managers, as well as Financial Analysts. You'll have support from the Analysts, and you'll also do some of the analysis yourself as you get up to speed, which will help you learn our systems and approach. Initially, you will take on some existing clients, but we'll also look to you to build your book. We understand that will take time, and we'll support you in that and other efforts. Quick question for you - click here

You will act as an advocate for your clients, understanding their needs, earning their respect and confidence, and growing the relationship to be all that it can be. This will include holding the client accountable for their side of the relationship, managing client expectations and working to resolve disagreements. You'll serve as the face of Vantage to the client, including delivering presentations. We have a number of investment-only clients, so you will need to keep your investment knowledge sharp and up-to-date.

Internally you will act as the "quarterback" of the Vantage team, coordinating among various resources to ensure the client experience leaves nothing wanting. Some tasks you will delegate and some you will handle yourself. Day-to-day activities will include reviewing accounts, phone and email follow-up, working with Analysts regarding upcoming presentations, handling changes to distributions and beneficiary updates, and more.

We'll also look to you to make active and productive contributions to our firm's growth, including supporting and actively engaging in firm marketing campaigns. Once up to speed, you'll also serve as a mentor to others on the team, supporting development and training.

Note: this description is intended to give you a general overview of the position and is not an exhaustive listing of duties and responsibilities.
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Why Join Us
More great reasons to build a career home with us.
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Setting you up for success
Whether you are an Analyst ready to move up or a Financial Planner looking for a career home, we are committed to helping you thrive. You'll have mentoring and support from strong, experienced professionals, and we'll "seed" you with clients. 

A heart to serve
Our mission at Vantage is to help individuals feel a greater sense of control over their financial future. You'll play an important role in achieving that mission and, in the process, make a difference in people's lives. We believe creative financial planning provides benefits and solutions for everyone, whether they are starting out in their career, enjoying the benefit of their success moving up the corporate ladder, or identifying timing for critical decisions such as retirement, employee benefit options, investments and family care.

Great environment
You will gain experience in a collaborative, engaging, friendly environment surrounded by peers who enjoy pooling their knowledge and experience to yield our clients' unmatched excellence.

Excellent compensation
We offer a competitive salary along with benefits that include a choice of health, dental and vision plans; a 401(k) plan with company match; paid time off and paid holidays; and reimbursement for continuing education and certification. We also will consider supporting educational opportunities in some circumstances.
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Road to Success
Explore the characteristics that will enable you to stand out.
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To excel in this role you will have the right balance of financial planning expertise, interpersonal and leadership skills. You'll need to create strong trust-based relationships with clients, to the extent that you can "read" the client and understand what they are not saying. Your ability to influence and motivate them will be essential. You'll use those same skills internally as you rally the team to deliver.

We've mentioned "a heart to serve" a couple of times because it is important in our model. We're looking for a professional who will be flexible, generous and considerate of clients' needs, willing to go the extra mile to serve them. In your interactions you should engage in a warm and authentic way, demonstrating a genuine interest in their success.

In addition, in order to be an outstanding Relationship Manager, you will:
  • Manage clients with the future in mind.
  • Sell Vantage's value confidently.
  • Support and lead the client's education regarding our investment philosophy to set proper expectations and focus.
  • Maintain a strong core of communication to build mutual trust, confidence and respect.
  • Be persistent in staying with any issues until they are resolved to the best degree possible.
  • Bring a proactive approach to learning and growing professionally.
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Vantage Financial Partners Limited is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.