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Posted: 02-Jul-26
Location: Normal, Illinois
Type: Full Time
Salary: $90,000 - $140,000
Preferred Education:
This is a planning-first role for an experienced financial planning professional who is comfortable working directly with clients and delivering sophisticated financial planning advice. The right candidate will enjoy solving complex client situations, communicating clearly, and building long-term relationships while helping clients make informed financial decisions.
Beyond strong technical capabilities, we are seeking someone who wants to contribute to the continued growth of the firm, take on increasing responsibility, and play a meaningful role in shaping the client experience, planning process, and future direction of the organization.
The ideal candidate values collaboration, continuous improvement, and professional development, and is excited by the opportunity to grow within a firm built on long-term relationships, technical depth, and internal leadership development.
The Opportunity
We are hiring a Financial Planner / Wealth Advisor with a strong foundation in comprehensive financial planning.
This role is ideal for someone who:
- Wants to do deep planning work, not just discuss it
- Enjoys solving complex client scenarios across tax, retirement, and estate planning
- Thrives in a team-based, non-commission environment
- Is motivated to grow in responsibility over time
You will work directly with clients and alongside senior advisors to deliver planning that is actionable, detailed, and integrated—not theoretical.
What You Will Be Responsible For
- Develop and maintain comprehensive financial plans for high-net-worth clients
- Analyze and provide guidance on:
- Retirement income strategies
- Tax planning opportunities (ongoing + scenario-based)
- Estate planning structures and coordination with attorneys
- Insurance planning and risk management
- Prepare for and actively participate in client meetings
- Translate complex strategies into clear, client-understandable recommendations
- Collaborate with internal team members to implement planning recommendations
- Maintain accurate and thorough CRM documentation
What We Are Looking For (Core Requirements)
We are looking for someone with a strong and growing foundation in financial planning for individuals and families.
Candidates should demonstrate:
- 3+ years of experience in financial planning (not solely investment or sales roles)
- Experience working with high-net-worth clients and complex planning situations
- Ability to build and explain a full financial plan, not just contribute to one
- Working knowledge of:
- Retirement distribution strategies
- Tax-aware planning concepts
- Estate planning fundamentals (trusts, beneficiaries, titling)
- Strong attention to detail and ability to produce accurate, client-ready work
- Strong communication skills and a collaborative, team-first mindset
- Comfortable working within multiple technology platforms and planning software
Who Thrives Here
Those who thrive in our company are those who:
- enjoy solving complex planning issues and thinking beyond surface-level recommendations
- are detail-oriented and take pride in producing accurate, polished work communicate clearly and can explain sophisticated ideas in a way clients understand
- are collaborative, humble, and team-oriented
- are intellectually curious and motivated to keep developing your technical and client-facing skills
- want a role built around meaningful planning work, not sales pressure or quotas
About McBeath Financial Group
McBeath Financial Group is an independent wealth management firm serving high-net-worth individuals and families throughout Central Illinois and beyond. For more than 18 years, we have built our reputation by helping clients navigate complex financial, retirement, tax, and legacy planning decisions through a comprehensive and relationship-driven approach.
Today, we are recognized as one of the leading independent advisory firms in our market and continue to experience incredible growth. Our clients seek us out because of our reputation for detailed financial planning, personalized advice, and exceptional service. As a result, our growth is driven primarily through referrals, reputation, and long-term relationships rather than mandated sales quotas or cold prospecting.
We have built a collaborative team culture where advisors, planners, and support staff work together to deliver an exceptional client experience. We invest heavily in technology, process improvement, and professional development, creating an environment where talented professionals can continue to grow their expertise while making a meaningful impact on clients' lives.
While we continue to grow at a rapid pace, we remain committed to serving our existing clients at the highest level. We believe sustainable growth comes from delivering outstanding advice and service first, and only taking on new relationships when we are confident we can maintain the standards that have defined our firm for nearly two decades.
We are proud of our story and our team, shared here: https://mcbeathfinancialgroup.com/our-team/
Leadership & Long-Term Opportunity
This is a special opportunity unlike many positions in the financial services industry. As an independent wealth management firm, our loyalty belongs exclusively to our clients rather than a parent company, bank, or insurance carrier. We offer a competitive compensation package that is not reliant on commissions or sales quotas and a collaborative environment focused on long-term client relationships and planning excellence.
We are building this firm for the long term. As the organization continues to grow, so do the opportunities for talented professionals to expand their influence and leadership. For the next generation of leaders who demonstrate exceptional performance, commitment, and alignment with the firm's values, we have an equity participation plan in place designed to support the firm's long-term succession and growth.
Benefits
- 401(k) with matching
- Health and dental insurance
- Paid time off
- Professional development support
- Quarterly bonus opportunities
Our Hiring Process
To ensure alignment, candidates should expect:
A conversation focused on financial planning experience A practical case study or scenario-based discussion Opportunity to meet team members and understand our workflow
To Apply
Submit your resume and a brief cover letter to HumanResources@mcbeathfinancial.com.
Applicant Requirements
- Bachelor’s degree
- Clean disciplinary record
- Ability to work full-time in-office in Normal, IL
- CFP®, ChFC®, or actively pursuing designation
- Experience with eMoney or similar financial planning software
- Prior experience building planning deliverables independently
- Series 65/66 (or ability to obtain)
