Meaningful Work, Built Over Time

At The Dala Group, we believe meaningful work is built over time through trust, collaboration, and a shared commitment to doing what is right for clients and for one another.

We approach hiring intentionally. A strong mutual fit matters.

  • 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

Working at The Dala Group

The Dala Group is a place where people are encouraged to think deeply, grow professionally, and contribute in meaningful ways.

Our commitment to thoughtful, client-first work has shaped who we are today, including being named one of America’s Top Financial Advisory Firms* by Newsweek in 2026.

We take a long-term view of our work, our client relationships, and our team. That perspective shapes how we think about careers, growth, and opportunity.

Our Approach to Careers

Careers at The Dala Group are not transactional.

We value shared principles, sound judgment, and a genuine commitment to continued growth. We are drawn to people who care deeply about clients and relationships, value collaboration and accountability, and appreciate clarity and purpose in their work.

We believe the right role should challenge you, support you, and give you room to grow over time.

Open Positions

At this time, we do not have any open roles.

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

     

    Position Summary

    We’re seeking a detail-oriented, analytical professional who thrives in a collaborative team environment and is motivated to make a meaningful difference in clients’ lives.

    As an Associate Wealth Advisor, you’ll work closely with our Wealth Advisors to deliver exceptional client service and support comprehensive financial planning. This role involves reviewing and analyzing financial documents, developing thoughtful recommendations, participating in client meetings, and ensuring our clients’ goals and needs remain at the center of everything we do.

    • Full-time, W-2 position

    • Salary: $55,000–$65,000 annually, based on experience and licenses

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

    Benefits

    • 401(k) with employer match

    • Employer-paid disability insurance

    • Paid holidays and paid time off

    ·        Paid professional development opportunities

    • Team-building events and a collaborative culture

    About You

    Education & Experience

    • Bachelor’s degree required; preferred in Finance, Accounting, Economics, or a related field

    • 0-2 years of experience in financial planning

    • Demonstrated passion for a long-term career in financial planning.

      • Direct experience is not required, but candidates should show intentionality through relevant coursework (e.g., CFP®), internships, or academic focus.

    Skills & Traits

    • Strong analytical mindset with attention to detail

    • Highly organized and capable of managing multiple priorities independently

    • Excellent written and verbal communication skills

    • Tech-savvy, with proficiency in spreadsheets, financial and tax planning software, and CRM systems

      • Preferred experience in eMoney and Holistiplan

    • Empathetic, client-first approach with strong listening skills

    What You’ll Be Doing

     Before Employment

    • Study for and pass the Series 65 exam

      • The Dala Group pays for study materials and the exam

      • This process typically takes six to eight weeks

     Immediately Upon Employment

    • Build Financial Planning Expertise: Develop working knowledge across core planning areas, including cash flow, insurance, investments, tax strategies, retirement, and estate planning

    • Analyze Client Information: Review and interpret key client documents such as account statements, insurance policies, tax returns, pay stubs, pension statements, and estate plans to support personalized recommendations

    • Utilize Financial Planning Software: Gain proficiency in eMoney to input and review client data, model scenarios, and generate accurate planning outputs

    • Prepare for Client Meetings: Assist with meeting preparation by updating financial plans, reviewing client files, establishing agendas, and drafting preliminary recommendations

    • Support Client Engagement: Attend client meetings alongside the Lead Advisor, take detailed notes, identify follow-up items, and support the implementation of advice

    • Ensure Follow-Through on Recommendations: Track open action items and coordinate timely follow-ups to ensure consistent, high-quality client service

    • Client Communication: Engage directly with clients when additional information or actions are needed, ensuring a proactive and professional experience

    • Team Participation: Participate in weekly team meetings, monthly advisor development sessions, and quarterly strategic planning meetings

    After the First Year

    • Start taking CFP® courses (study materials and test paid for by The Dala Group)

    Within Three Years

    • Take and pass all CFP® courses

    • Pass the CFP® exam

Apply

Stay Connected

We hire intentionally and over time. Even when a specific role is not the right fit, we welcome those interested in The Dala Group to introduce themselves and share a bit about their background. Start the conversation.