Vantage Point Financial LLC

We're #hiring a new Financial Advisor in Chesterfield, Missouri. Apply today or share this post with your network.

We were honored to visit North Central College this morning and speak with the talented students in Ryan Decker, PhD, CFP? Wealth Management class! Sharing insights and experiences with the next generation of financial professionals is always rewarding. A special thank you to David Green for the warm welcome and to Sophia Tronolone '24, one of our own, for representing North Central College and Vantage Point Financial LLC so well. We're excited to see these bright students shape the future of wealth management. #VantagePointFinancial #WealthManagement #NorthCentralCollege #FutureLeaders #FinancialPlanning

Final Call for Donations! ???? We're in the final stretch of our Holiday Giving Drive at Vantage Point Financial - Lisle Office, and we need your help to make this season bright for those in need. Here's What We Need Most: ? Cans of corn ? Cans of green beans ? Gravy ? Cookies ? Cream of mushroom soup ? Yams ? Cranberry sauce ?? Last Day for Donations: November 22nd Join us in supporting Family Shelter Services (Metropolitan Family Services), a Chicagoland organization making a meaningful difference in our community. How You Can Help: 1?? Donate Non-Perishable Food: Check out the full list of needed items on our Amazon Registry. 2?? Spread the Word: Share this post with your network to amplify the impact. Your contributions will bring warmth, joy, and hope to families this holiday season. Together, we can make a difference! ?? Thank you for your generosity and support. Wishing you a season filled with joy and kindness! #HolidayGiving #CommunityImpact #VantagePointFinancial #HappyHolidays

We're #hiring a new Receptionist/ First Impressions Associate in Lisle, Illinois. Apply today or share this post with your network.

We're #hiring a new Financial Planner/Paraplanner in Lisle, Illinois. Apply today or share this post with your network.

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Join Us in Spreading Holiday Cheer and Giving Back to Chicagoland! The holiday season is fast approaching, and at Vantage Point Financial, we're filled with excitement and gratitude. We invite our Chicago VPF community to participate in our Holiday Giving Drive, where we come together to make a difference in our community. At Vantage Point Financial, we're not just about financial planning; we're about leading, empowering, and creating positive change in the lives of our clients, our team, and our community. We believe in making an impact right here at home. This year, we've chosen to support an incredible local Chicago non-profit organization: Metropolitan Family Services (Family Shelter Service). This organization works tirelessly to meet the essential needs of our neighbors, particularly those experiencing food insecurity and those in need of some holiday cheer. Here's how you can get involved and make a difference: 1. Donate Non-Perishable Food: Your contributions can bring warmth and joy to those in need. To view a list of needed items take a picture of the QR code located on the image below. 2. Spread the Word: Share the spirit of giving with your network. Encourage others to join us in supporting these vital organizations. Thank you for your generous support. Together, we can make this holiday season brighter for our community. Wishing you a joyful and heartwarming holiday season. #HolidayGiving #CommunityImpact #VantagePointFinancial #HappyHolidays Let's make this holiday season extra special by giving back to our community. Your support can make a world of difference.

We're Hiring: Join Our Team at Vantage Point Financial-Lisle! Vantage Point Financial, a dynamic and fast-growing holistic financial planning firm in Lisle, IL, is looking for a Receptionist who embodies the spirit of exceptional customer service and possesses unmatched attention to detail. If you thrive on making a positive first impression, love building relationships, and are passionate about supporting others to achieve more, we want to hear from you! What We Offer: - A role that puts you at the heart of our operations, being the first point of contact for our valued clients and guests. - The chance to work in a supportive, engaging environment that values your personal and professional growth. - A comprehensive compensation package including a competitive salary ($40,000 - $65,000 based on experience), bonus opportunities, medical and dental insurance, 401k with match, generous PTO, and paid holidays. Who You Are: -A master of concierge-level customer service with a knack for professional relationship building. -An efficient communicator, both over the phone and in-person, who is obsessed with client satisfaction. -Highly organized, technologically proficient, and a quick learner with a keen eye for detail and the ability to juggle multiple tasks seamlessly. -You have at least 5 years of experience in a reception or administrative role, excellent Microsoft Office skills, and a bachelor’s degree in Business Administration (or related field). Experience in the financial or investment industry is a plus! At Vantage Point Financial, we’re more than just a financial planning firm. We’re a team committed to empowering our clients, team members, and community to achieve beyond what they thought possible. If you’re ready to be the face and voice that welcomes our clients into a world of possibilities, apply now and let’s explore how you can fit into our professional, fun, and motivating atmosphere. Ready to make a lasting impression? Apply below.

We're Hiring: Join Our Team at Vantage Point Financial-Lisle! Vantage Point Financial, a dynamic and fast-growing holistic financial planning firm in Lisle, IL, is looking for a Receptionist who embodies the spirit of exceptional customer service and possesses unmatched attention to detail. If you thrive on making a positive first impression, love building relationships, and are passionate about supporting others to achieve more, we want to hear from you! What We Offer: - A role that puts you at the heart of our operations, being the first point of contact for our valued clients and guests. - The chance to work in a supportive, engaging environment that values your personal and professional growth. - A comprehensive compensation package including a competitive salary ($40,000 - $65,000 based on experience), bonus opportunities, medical and dental insurance, 401k with match, generous PTO, and paid holidays. Who You Are: -A master of concierge-level customer service with a knack for professional relationship building. -An efficient communicator, both over the phone and in-person, who is obsessed with client satisfaction. -Highly organized, technologically proficient, and a quick learner with a keen eye for detail and the ability to juggle multiple tasks seamlessly. -You have at least 5 years of experience in a reception or administrative role, excellent Microsoft Office skills, and a bachelor’s degree in Business Administration (or related field). Experience in the financial or investment industry is a plus! At Vantage Point Financial, we’re more than just a financial planning firm. We’re a team committed to empowering our clients, team members, and community to achieve beyond what they thought possible. If you’re ready to be the face and voice that welcomes our clients into a world of possibilities, apply now and let’s explore how you can fit into our professional, fun, and motivating atmosphere. Ready to make a lasting impression? Apply below.

Celebrating a New Milestone at Vantage Point Financial: Donald Robinson's Promotion to Lead Financial Advisor We're thrilled to share some exciting news from Vantage Point Financial-Lisle! Donald Robinson, CLU?, a cornerstone of our team for the past two years, has been promoted to Lead Financial Advisor. Donald's journey is a testament to hard work, dedication, and a relentless pursuit of excellence in financial planning. With an MA from the University of Chicago and the prestigious CLU designation under his belt, he brings a unique blend of knowledge and expertise to our team and clients. Known for his deep commitment to serving our clients and his significant contributions in philanthropy, Donald is the embodiment of our core values – leadership, client focus, and community service. His role as Lead Financial Advisor will be instrumental in providing tailored financial solutions to our valued clients. Please join us in congratulating Donald on his well-deserved promotion. We're excited about the continued impact he will have at Vantage Point Financial, helping our clients and community achieve more than they ever thought possible.