Lead Financial Planner & Wealth-Management Team Lead
CyberCoders
CyberCoders is seeking a seasoned Lead Financial Planner to drive client-centered wealth planning for affluent clients in the greater Chicago area. The role combines technical planning expertise with client relationship leadership and practice management to grow AUM and maintain fiduciary standards. The Lead Financial Planner will oversee comprehensive financial plans, mentor planners, and coordinate with CPAs/attorneys while ensuring regulatory compliance and effective fee structures. #J-18808-Ljbffr CyberCoders
Vacancy posted 2 days ago
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