Senior Financial Planner

About the role

We are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exceptional service. We greatly value a healthy work-life balance and welcome candidates wanting to further expand their career.

Key Responsibilities

• Develop and implement comprehensive financial plans for clients based on their unique financial situations and goals.
• Conduct thorough assessments of clients' financial health including investments, taxes, insurance, and estate planning.
• Provide ongoing advice and support to clients, adjusting financial plans as necessary to respond to changes in the clients' lives or financial markets.
• Collaborate with internal teams to deliver integrated financial solutions that meet client needs.
• Stay updated on market trends, regulatory changes, and financial planning best practices to provide informed recommendations to clients.
• Build and maintain strong relationships with high net worth clients, ensuring a high level of client satisfaction and retention.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Certified Financial Planner (CFP) designation is ideal.
• Strong analytical skills with proficiency in Excel and financial modeling.
• Excellent communication and interpersonal skills to effectively interact with clients and team members.
• Preferred: Chartered Financial Analyst (CFA) designation and/or relevant FINRA licenses (Series 7, 63, 24, 65, 66).
• Experience in investment management and working with high net worth individuals is a plus.

Benefits

• Medical
• Dental
• Vision
• 401(k) w/ match
• Paid Time Off

Schedule

Not specified

Pay

TBD

Contact Information

Email Your Resume In Word To Matt.Bailey@CyberCoders.com

Application Instructions

Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MB6-1978390L842 -- in the email subject line for your application to be considered.

Equal Opportunity Employer

We are an Equal Opportunity Employer and consider qualified applicants without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law.