Job Description:
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.
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