Financial Planner Job Description

Financial Planner Job Opening

Do you want to be a part of a great business with a culture that puts the client’s interest and team first? Are you motivated by being recognized as a best managed firm in the industry? Are you willing to challenge yourself, be challenged, and work with a team that sees the sky as the only limit?

BDF is a fee-only, independent private wealth management firm with offices in Itasca and Chicago, Illinois.  BDF specializes in working with business owners, women, individuals and families, and institutions. We are honored to have in excess of $3 billion in assets under management and a 98% client retention rate. BDF continues to grow and expand with our team and our clients’ best interest at heart. We are currently looking to expand the team with a highly motivated, analytical individual with 3-6 years of experience in investment management and/or financial advisory services.

Only apply if these statements are important to you: always do the right thing, share a passion for excellence, demonstrate a positive attitude, genuinely care for others, and live a team culture. The BDF culture respects and rewards these behaviors.

Rewards and recognition are both at an individual and a team level. Two years from now, we will look back and be inspired by how you helped move the firm forward.

Click here to apply

We are proud to be among Financial Times Top 300 RIAs and to have been named one of the “Best Places to Work” in Illinois by the Daily Herald Business Ledger for seven years in a row. We look forward to hearing from you!