Financial Planner
Creative Planning
Director of Talent Acquisition at Creative Planning Inc. The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. We do not accept resume submissions from third‑party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES Participates and conducts client meetings Prepares the Financial Planning recommendations Collaborates with members from each business line to best serve the client Manages accuracy of internal Client Relationship Management (CRM) software Implements Financial Planning recommendations Monitors the Financial Plan and communicates with clients Updates Financial Planning recommendations Grey/overlapping tasks between department areas All other duties as assigned REQUIRED EXPERIENCE / QUALIFICATIONS Relevant Educational Background (Finance, Accounting or Business Administration) 3 years financial services industry experience Pass internal exams - Profiles/Dashboards Series 65 (or equivalent) attained within 120 days PREFERRED EXPERIENCE / QUALIFICATIONS Previous financial planning experience TECHNICAL SKILLS Keen attention to detail Seniority level Associate Employment type Full-time Job function Finance and Strategy/Planning Investment Management We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Oak Brook, IL vacancy
- A financial services firm in Oak Brook is seeking a Director of Talent Acquisition. In this full-time role, you'll interact with clients to develop and implement financial plans, collaborate with Wealth Managers, and ensure compliance with internal processes. Ideal candidates...SuggestedFull time
$45.38k - $75.63k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift workPNC
Westmont, IL19 hours ago$41.71k - $69k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...SuggestedPart timeLocal areaImmediate startDay shiftBmo
Elmhurst, IL5 days ago$110k - $190k
...Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Oak Brook, IL2 days ago$22 - $28 per hour
...Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Wintrust was founded...SuggestedHourly payFull timeTemporary workFlexible hoursShift work$74.25k - $123.75k
...The advisor will examine clients’ immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and...Work experience placementWork at officeImmediate startLPL Financial
Oak Brook, IL3 days ago$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and...For contractorsWork at officeNorthwestern Mutual
Oak Brook, IL3 days ago$75k - $125k
...Financial Planning Specialist Join Aprio's Wealth Management team, and you will help clients maximize their opportunities. Aprio Advisory... ...role is ideal for someone pursuing a career as a financial planner, who is detail-oriented, analytical, and committed to helping clients...Full timeWork at officeLocal areaRemote workFlexible hoursAprio
Chicago, IL5 days ago- ...At Lakeshore Financial Group, our financial professionals and financial advisors are here to serve as your source of support. Our team is dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals...For contractorsWork at officeRemote work
Lakeshore Financial Group
Oak Brook, IL18 hours ago - ...management needs. Our services focus on delivering personalized financial strategies and solutions to help clients achieve their goals.... ...Role Description This is a full-time hybrid role for a Financial Planner based in Chicago, IL, with some work-from-home flexibility. The...Full timeWork from home
CIBC Private Wealth US
Chicago, IL2 days ago $36k
...Build a Business. Create Your Future. Looking for more than your next job? Join Northwestern Mutual as a Financial Advisor and build a long-term career helping individuals, families, and business owners achieve financial security—while growing a business of your own. No...Work at officeLocal areaBBG Ventures
Downers Grove, IL2 days ago$45.5k - $60k
...entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients'... ...to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants •...Full timeWork experience placementLocal areaAmeriprise Financial
Downers Grove, IL2 days ago- ...Financial Advisor - Illinois JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the... ...Qualifications Required: CFP® designation (Certified Financial Planner) CFA® and/or CPA designations acceptable Extensive knowledge of...Full timeTemporary workWork at office
A Hiring Company
Downers Grove, IL18 hours ago - ...Organization : Name Default: Location : City Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling...Work at officeLocal area
Western & Southern Life
Oakbrook Terrace, IL2 days ago - BMO Financial Group in Elmhurst, IL seeks a Banking Advisor to deliver exceptional customer service and specialized financial guidance. You will identify customer needs, propose tailored banking solutions, and collaborate with branch and partner teams to meet business objectives...
- ...Brook, Illinois. This role requires at least 1 year of sales experience in Retail Banking or a related field, where you'll use your financial knowledge and the latest technology to address client needs. The ideal candidate will excel in communication, problem-solving, and...
$110k - $190k
Morgan Stanley is seeking a Private Banker to join their Sales Team in Oak Brook, IL. In this role, you will partner with Financial Advisors to provide tailored cash management and lending solutions. Successful candidates will have at least 7 years of lending experience...- A leading financial services firm in Oak Brook, Illinois is looking for a Relationship Banker to represent the brand with hospitality. Responsibilities include managing client relationships, delivering excellent service, and educating clients on banking solutions. The ideal...Flexible hours
- BMO Financial Group is seeking an experienced banking professional to deliver exceptional service to customers and prospects. The role focuses on needs-based assessments, advising on financial solutions, and growing customer relationships across branches and channels. You...
$21 - $28 per hour
Wintrust Financial Corporation in Clarendon Hills seeks a Customer Service Representative to build and retain customer relationships while collaborating with business partners. The ideal candidate has over 3 years of experience in customer service or financial services,...Hourly pay- Wintrust in Illinois is seeking a full-time Relationship Banker to build lasting relationships with customers, assess financial needs, and tailor product recommendations. You will collaborate with Mortgage and Wealth Management to connect clients with specialists and support...Full time
- ...seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide clients toward financial solutions that meet their goals. The role emphasizes collaboration with branch teams and BMO partners to enhance the customer...
- ...Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self‑service options to access their accounts 24 hours a day...Afternoon shift
$21 - $28 per hour
Wintrust is a $66 billion financial institution based in Rosemont, Illinois, with over 200 branch locations across the United States. We provide community banking, specialty finance, and wealth management services and are known for personalized, relationship‑focused service...Hourly payTemporary workFlexible hoursShift work$65k
Ein etabliertes Unternehmen sucht einen Personal Banker, der Kundenservice-Funktionen übernimmt und positive Beziehungen zu Kunden und Kollegen pflegt. In dieser Rolle sind Sie verantwortlich für die Verwaltung von Bankkonten, die Beantwortung von Kundenanfragen und die...- ...Financial Advisor We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role. Why Apply? Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front...
Identified Talent Solutions
Chicago, IL1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Oak Brook, IL2 days ago$80k - $110k
...Description: Our client is a boutique wealth management firm located in Oakbrook Terrace, IL. This firm provides comprehensive financial planning and wealth management services to affluent and ultra-affluent families, corporate executives, professionals, and business...Summer workFinancial Planner Recruiting, LLC
Oak Brook, IL1 day ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....Work at officeShift workDay shift
Bank of America
Oak Brook, IL4 days ago $45k - $100k
...anticipated to remain open for 30 days, from 30-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Hinsdale, IL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- financial planning administrator Oak Brook, IL
- financial advisor development program Oak Brook, IL
- wealth advisor Oak Brook, IL
- associate corporate finance Oak Brook, IL
- financial associate Oak Brook, IL
- estate planning consultant Oak Brook, IL
- financial advisor Oak Brook, IL
- financial advisor associate Oak Brook, IL
- financial counselor Oak Brook, IL
- jde finance consultant Oak Brook, IL