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, IL16 hours ago $90k - $135k
..., disability, or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround & Restructuring... ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...SeniorFull timeWork experience placementLocal areaBerkeley Research Group
Clarendon Hills, IL1 day 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 $143k - $224k
About this role:Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with annual revenue of $100MM to... ...management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively...SeniorFull timeWork experience placementLocal area$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate...SeniorFull timeWork at officeLocal areaAFIN Family Wealth Management Inc
Oak Brook, IL16 hours ago$65k
...experience in customer service or comparable positions. Experience in loan sales, application generation, and loan closing experience at a financial institution. Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan...SeniorWork at officeThe Symicor Group
Lombard, IL2 days ago$102k - $190k
...ongoing review the client’s banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth... ...decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies...SeniorPart timeLocal areaShift workBMO U.S.
Chicago, IL2 days ago$102k - $190k
...review the client’s banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth... ...decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies...SeniorContract workPart timeLocal areaShift workBMO Financial
Chicago, IL2 days ago$85.79k - $128.68k
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Downers Grove, IL1 day ago$85k - $105k
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...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs... ...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,...SeniorFull timeH1b$100k - $120k
...Our client, a growing manufacturing organization, is seeking a Senior FP&A Analyst to join their corporate finance team. $100,000 - $... ...forecasting, and planning for SG&A expenses Build and maintain financial models and monthly forecasts The Senior FP&A Analyst will partner...Senior$85k - $115k
...com My client, a Boutique Private Equity firm is looking for a Senior Fund Finance Associate to join their expanding team. Our client... ...managers and support investment recommendationsAnalyze audited financial statements and operational processesPrepare research reports, Investment...Senior- Our client is seeking a Senior Financial Analyst to join its corporate FP&A team. This high-visibility opportunity offers strong mentorship, broad exposure across finance and the chance to work closely with senior leadership. Responsibilities Support annual budgeting...Senior
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$83.1k - $141.3k
...the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most... ...and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a...SeniorFull timeWork experience placementH1bLocal areaWorldwideFlexible hours$100k
...Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement... ...the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth Advisor, you will build and...SeniorFull timeContract work- ...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
$120k
...Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast... ....Responsibilities: Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base...SeniorFull time$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers,...SeniorFull timeH1b- ...CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Minimum Qualifications Bachelor...SeniorPermanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
$148.83k - $183.85k
Job Title:Senior Trade Finance AdvisorLocation:San JoseWhat you'll do:As a Senior Trade Finance Advisor, you'll be responsible for structuring... ...(LCs), standby letters of credit (SBLCs) for performance and financial obligations. Support SBLC structuring, issuance, renewals, and...SeniorFull time$116.2k - $229.1k
...Cash, and Record to Report processes, with the goal to enhance financial and operational performance, manage financial and audit risks,... ...their organizations. We are seeking a motivated and analytical Senior Consultant to join our Operational Finance Transformation team....SeniorLocal area$85.79k - $128.68k
The Sr. FP&A Analyst is responsible for supporting the Financial Planning & Analysis function for Makers Pride by delivering high-quality financial analysis, reporting, and insights to drive business performance. This role places strong emphasis on data transformation,...SeniorFull timeWork at officeLocal area$140.3k - $210.5k
...experience, identify key considerations, and highlight standard methodologies.Our Consultants have a deep understanding of Workday Financials applications. In this position, we are looking for expertise in some of the following Functional Areas:Workday Strategic...SeniorFull timeRemote workHome officeFlexible hours$69.8k - $132k
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...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be...SeniorFull timeH1b$85k - $128k
...social impact. • Up to 12 weeks parental leave at 100% pay and a financial benefit for adoption and surrogacy for non-physician team... ...concerns, potential liability concerns, and system breakdowns. The Senior Risk Manager/Patient Safety Specialist will work to support the...SeniorFull timeImmediate startShift work- ...RJN Group, a leading engineering and field services firm, seeks a Senior Finance & Accounting Analyst to support company-wide accounting, month-end close, and financial reporting. You will partner with the Director of Finance and CFO, delivering timely insights and driving...Senior
RJN Group
Downers Grove, IL2 days ago
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