The mission of Balasa Dinverno Foltz LLC is to help people enjoy a full life. We live our mission every day.
Our vision is to set the standard of unmatched excellence by attracting and retaining top talent in order to passionately serve our clients, through a culture of growth, innovation, and safety, anchored by our core values:
Team Before Self * Open to Feedback * Vulnerable * Gratitude
Driven/Self-motivated * Going Above and Beyond * Hardworking * Dedicated
Inquisitive * Listen to Others * Good Intuition * Self-aware
Always Do the Right Thing
Balasa Dinverno Foltz LLC is a nationally recognized private wealth management firm located in Itasca and Chicago, Illinois. We are an independent, fee-only firm that manages in excess of $3.5 billion in assets for business owners, women, individual and families, and institutions. We also have Practice Groups who specialize in Attorneys, Divorce, Financial Professionals, and Insurance Agents. We have an immediate opening for a highly motivated, organized individual to join our team in our Itasca office.
Reviewing and compiling client data used in preparation of comprehensive financial plans
Running retirement projections and financial scenarios
Reviewing trades and completing necessary corrections quickly and efficiently
Conducting asset class research
Attending client meetings in a technical, supporting, and learning role
Supporting the Wealth Management Team
Assisting in team and/or firm-wide projects
Bachelor's degree in Financial Planning, Finance, or Business Administration
CFP designation; CPA, MBA, CFA, or JD a plus
2-4 years of experience in investment management and/or financial advisory services
Tax and investment knowledge
Investment research skills
Professional business acumen and communication skills
Knowledge of planning software such as Money Guide Pro, Morningstar, etc.
Additional Skills & Core Values Required
Strong MS Office Skills particularly Excel and PowerPoint
Excellent communication and problem solving skills
Strong organizational and time management skills
High level of attention to detail and accuracy
Always do the right thing
About Balasa Dinverno Foltz, LLC
Balasa Dinverno Foltz LLC is a nationally recognized private wealth management firm located in Itasca and Chicago, Illinois. We are an independent, fee-only firm that manages over $4 billion in assets for business owners, women, individuals and families, and institutions.