Financial Planner

Location: Chicago, IL

About the Company:

Our client is a dynamic financial services firm in Chicago, dedicated to providing tailored financial strategies to individuals and businesses.

Position Overview: Our client seeks a detail-driven Financial Planner to develop and execute customized financial plans while supporting advisors and firm leadership. The ideal candidate has a strong background in financial planning, risk analysis, and insurance solutions, with a CFP or CFA preferred .

Key Responsibilities

Financial Planning & Analysis:

• Develop comprehensive financial plans covering wealth management, retirement, tax strategies, and risk mitigation.
• Conduct cash flow projections, insurance needs assessments, and portfolio reviews.
• Recommend risk management and insurance solutions.
• Prepare financial reports and presentations for client meetings.

Plan Implementation & Monitoring:

• Coordinate plan execution with advisors and external professionals.
• Review financial plans regularly to align with clients’ evolving goals.
• Monitor risk and insurance strategies, recommending adjustments as needed.

Research & Strategy Development:

• Stay current on industry trends, tax laws, and financial strategies.
• Research advanced planning solutions for high-net-worth clients.
• Serve as a resource for advisors on financial planning best practices.

Collaboration & Support:

• Assist advisors in client meeting preparation with reports and strategic insights.
• Provide internal training on financial planning and insurance solutions.
• Work with vendors and providers to implement client solutions.

Qualifications:

• 5+ years of experience in financial planning or wealth management.
• CFP, CFA, or relevant certification preferred.
• Strong financial analysis, risk assessment, and insurance planning skills.
• Experience with high-net-worth clients is a plus.
• Proficiency in financial planning software and Microsoft Office.

What Our Client Offers:

• Competitive salary and benefits package.
• A collaborative and growth-oriented work environment.
• Professional development and career advancement opportunities.