Director, Strategic Financial Planning & Growth
Monotelo Advisors
A financial advisory firm in Elgin is seeking an experienced professional to lead their financial planning function. In this hybrid role, you will serve high-value clients, supervise planning staff, and champion the integration of technology and AI into workflows. The ideal candidate has a CFP designation, a minimum of 5 years of experience, and strong technical knowledge in various areas of financial planning. This position offers an opportunity to grow within a supportive environment focused on client success and strategic development. #J-18808-Ljbffr Monotelo Advisors
Vacancy posted 3 days ago
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