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