Career Opportunities

At The Dala Group, your ideas are heard, your skills are valued, and your growth is supported. Join us as we build something different, something meaningful, together.

  • Location: Hoffman Estates, IL (in-office for client meetings)
    Employment Type: Full-time, W-2

    Position Summary

    We’re looking for a detail-oriented, client-focused professional who thrives in a collaborative environment and finds purpose in making a meaningful difference in clients’ lives.

    The Wealth Advisor will:

    • Serve as a relationship manager for both new and existing clients of the firm

    • Deliver comprehensive financial planning with an emphasis on retirement and tax strategies

    • Provide proactive, high-touch service to build client confidence and trust

    • Partner with the business development team to onboard new client relationships

    This role centers on client service and relationship management rather than prospecting. Advisors who bring in new clients through their own networks will be eligible for a business development bonus.

    Compensation & Benefits

    • Salary: $100,000–$140,000 annually, based on experience and professional designations

    • Office Hours: Monday–Friday, 9 AM–5 PM, and two Saturday mornings per month

    Benefits include:

    • 401(k) with employer match

    • Employer-paid disability insurance

    • Paid holidays and generous PTO

    • Paid professional development opportunities

    • Team-building events and a supportive culture

    • Business laptop and iPhone provided

    • Bonus opportunities for bringing in new business

    About You

    Education & Experience

    • 5+ years providing financial planning services in a client-facing role

    • Bachelor’s degree required; Financial Planning or related field preferred

    Licenses & Designations

    • CFP® designation preferred

    Skills & Traits

    • Excellent interpersonal, verbal, and written communication skills

    • Ability to explain complex financial concepts in a clear, approachable way

    • Strong analytical skills and sound independent judgment

    • Professional presence with a proven ability to build trusted relationships

    • Highly organized, disciplined, and able to manage multiple projects and deadlines

    • Tech-savvy, process-oriented, and adaptable to new tools and systems

    Technology We Use

    We leverage modern tools to deliver efficient, high-quality planning and service for our clients:

    • eMoney: financial planning

    • Holistiplan: tax planning

    • Redtail CRM: client management

    • Schwab Advisor Center: custodian platform

    What You’ll Be Doing

    • Develop and present comprehensive wealth management strategies, including retirement income planning, tax planning, estate planning, education funding, insurance review, charitable giving, employee benefits, and asset allocation

    • Provide proactive communication and timely follow-up to ensure clients feel supported and confident

    • Lead quarterly review calls and annual planning meetings to keep clients on track with their goals

    • Collaborate with clients’ outside professionals (estate attorneys, CPAs, insurance agents, etc.) to ensure cohesive strategies

    • Partner closely with the internal team to deliver a seamless client experience

Apply Today

Why Join The Dala Group?
At The Dala Group, you’ll be part of a firm that puts clients first. We give you the freedom to focus on meaningful planning work without quotas or product sales. You’ll be supported by a collaborative team, encouraged to grow as a professional, and given the opportunity to make a lasting impact on the families we serve.

Who We Are
The Dala Group is a growing Registered Investment Advisor (RIA) specializing in wealth management and retirement planning.

Our Team
You’ll be surrounded by empathetic, forward-thinking professionals who care deeply about their clients and one another. Together, we create an environment where collaboration, learning, and growth thrive.

What We’re Looking For
We’re looking for people who resonate with our values and are driven to help individuals and families reach their financial goals. If you care about building lasting relationships and making a meaningful impact, you’ll fit right in at The Dala Group.

Our Commitment
We’re dedicated to enhancing the lives of our team members, our clients, and the communities we serve.

Our Core Values
Connection. Integrity. Collaboration. Competency. Simplicity. Efficiency.
These values guide every client conversation and every team interaction.