Financial Planner

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