Senior Financial Planner
CyberCoders
Senior Financial PlannerCompany OverviewWe 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 exception service. We greatly value a healthy work-life balance and welcome candidates wanting to further expand their career. Position OverviewWe are seeking a highly skilled Senior Financial Planner to join our dynamic team. The ideal candidate will possess in-depth knowledge of financial planning principles and strategies, along with a strong commitment to helping clients achieve their financial goals. This position is essential in providing comprehensive financial advice, developing tailored financial plans, and ensuring clients are well-informed about their financial options.Key ResponsibilitiesDevelop 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.QualificationsBachelor'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.BenefitsMedicalDentalVision401k w/ matchPTO
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Next Frontier Capital
Chicago, IL2 days ago $90k - $135k
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Oak Brook, IL2 days ago- ...Wealth Management Inc. is a premier firm specializing in holistic financial planning for individuals and businesses. We pride ourselves on... .... We are currently seeking a highly skilled and experienced Senior Financial Advisor to join our dynamic team. The successful candidate...SeniorWork at office
AFIN Family Wealth Management Inc.
Oak Brook, IL2 days ago $65k
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Chicago, IL4 days ago$102k - $190k
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Chicago, IL4 days ago$100k - $130k
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Oakbrook Terrace, IL16 hours ago$100k - $120k
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Connect Search
Downers Grove, IL4 days ago - ...Senior Financial Analyst - Path to Manager | Oak Brook, IL (Hybrid) Are you ready to build something from the ground up? Join our client, a thriving family-owned company, as they establish their first comprehensive budgeting and forecasting process in 2025. This is your...SeniorFull timeWork at office
Aspire Professional Talent Solutions
Oak Brook, IL5 days ago $85.79k - $128.68k
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Downers Grove, IL3 days ago$77k - $202k
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- ...then consider a career in Advisory.KPMG is currently seeking a Senior Associate to join our Capital Solutions group in our Audit and... ...experience in one of the following areas: accounting, advisory, financial audit, or transactionBachelors degree in accounting or finance...SeniorH1bLocal area
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$116.2k - $229.1k
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