Financial Advisor; Spanish Speaking

Job Title

Financial Advisor – Full‑time/Part‑time (Hybrid)

Hoffman Estates, IL (with work‑from‑home flexibility)

Wisdom Investments Inc. has served the Chicagoland area since 1999. As a privately‑owned, independent investment advisor, we help clients achieve retirement, college, estate, insurance, tax, and investment goals while upholding fiduciary responsibility.

The Financial Advisor will provide personalized financial planning and investment services. Daily tasks include evaluating financial situations, developing strategies, managing investments, conducting client meetings, preparing financial plans, and staying current on market trends and regulatory requirements.

• Conduct client meetings and assess financial situations.
• Develop and implement investment and financial strategies.
• Prepare and present comprehensive financial plans.
• Monitor client portfolios and adjust strategies as needed.
• Stay up‑to‑date with market trends, product knowledge, and regulatory changes.
• Provide ongoing financial advice and support to clients.

• Professional experience in financial planning, retirement planning, or financial advisory services is a plus.
• Finance or investment knowledge is a plus.
• Bachelor’s degree in Finance, Economics, or a related field.
• Excellent analytical, problem‑solving, communication, and interpersonal skills.
• Ability to work independently and collaboratively.
• Experience with financial planning software and tools is a plus.

Entry level

Full‑time (part‑time options available)

Finance and Sales

• Competitive compensation and benefits.
• Training and development opportunities.
• Referral program – referrals increase chances of interview.

Sign in to set job alerts for “Financial Advisor” roles.