Financial Planner

Job Description Job Description Position Title: Financial Planner Reports to: SVP Department: Simplicity Wealth: Protected Tomorrows Location: Lincolnshire, IL (in-office, full-time) Classification: Full Time/Exempt Summary / Job Objective: Protected Tomorrows, a Simplicity Commitment, is adding to our financial planning team. We are seeking an individual who is a disciplined, methodical, highly motivated, tech-savvy learner, who consistently performs at a high level under variable workloads, and has a passion for making a positive impact on clients’ lives. The candidate will develop and implement financial plans to achieve clients’ long-term goals, such as retirement, savings, investing and estate planning. The candidate will assess clients’ financial situations, design personalized strategies, and provide ongoing support and guidance. At Protected Tomorrows, a Simplicity Group Commitment, we serve many families with special needs, and combine financial plans with our social service acumen to create holistic plans for our clients. Essential Job Functions Financial Assessment: Analyze clients’ financial situation, including income, expenses, assets, liabilities and goals Plan Development: Create comprehensive financial plans tailored to each client’s needs Client Communication and Education: Educate clients about financial concepts, products and risk, and communicate effectively about their financial plan and progress Investment Management: Assist clients with investment decisions and recommend appropriate investment strategies Retirement Planning: Help clients plan retirement, including saving strategies, determining retirement needs, and utilizing the appropriate retirement accounts. Tax Planning: Provide guidance on tax strategies such as minimizing tax liabilities and utilizing tax-advantaged accounts. Estate Planning: Assist clients with estate planning, including wills, trusts and other estate planning documents. Client Relationship Management: Build and maintain strong relationships with clients, provide ongoing support and guidance, and monitor their financial progress. Compliance: Ensure compliance with financial regulations and guidelines Staying Current: Keeping updated on financial products, regulations and best practices Developing New Business: Identify and attract new clients Qualifications Bachelor’s Degree Series 65, CFP, Insurance Licenses a benefit Technical Skills: High proficiency with CRM systems, planning software, Google, Microsoft Office Special Needs: Having experience in the special needs community is a benefit Competencies Process Orientation: methodically follow guidelines for accuracy Organized: Manage multiple tasks, deadlines and access resources efficiently Analytical Skills: Ability to analyze data, identify issues or concerns and make informed decisions Problem-Solving Skills: Identify and resolve issues that arise during a planning process Compensation & Benefits Compensation (based on experiences and licenses) Base salary: $65,000 - $80,000 This is an exempt position Annual performance bonus target: 10% Benefits Employee benefits (medical, dental, vis #J-18808-Ljbffr Simplicity Group Holdings