Financial Planner

Job Description

Job Description

Position: Financial Planner

Reports to : Manager, Financial Planning

Department: Securities / Protected Tomorrows

Location: 103 Schelter Road, Lincolnshire, IL 60069

Classification: Full-time / Exempt

 

Summary / Job Objective: A Financial Planner specializing in helping families with special needs achieve long-term financial security through personalized financial planning, investment guidance, insurance solutions, and wealth management strategies. Skilled in developing customized plans that address retirement, estate planning, government benefits, tax benefits and future care needs while building trusted relationships with clients and their families.

 

Essential Job Functions: Essential job functions include developing and managing comprehensive holistic financial plans for families with special needs. The role also involves maintaining strong client relationships, coordinating with other professionals, monitoring financial progress, and providing ongoing guidance to support long-term financial security and care planning.

 

Primary Responsibilities:

· Develop comprehensive financial plans tailored to families with special needs family members

· Assess clients’ financial goals, income, assets, liabilities, and long-term care needs

· Provide guidance on investments, retirement planning, insurance, estate planning, and tax strategies

· Assist families in planning for government benefits and special needs trusts

· Assist families in coordination and maximization of social security programs for the entire family

· Understand the complexities of “retiring for three”

· Build and coordinate the Future Care plan with future funding needs

· Monitor and update financial plans based on changes in clients’ lives and financial situations

· Build and maintain strong client relationships through ongoing communication and support

· Collaborate with attorneys, accountants, and care professionals to coordinate holistic planning strategies

· Ensure compliance with financial regulations, company policies, and ethical standards

· Educate clients on financial planning concepts and strategies to support informed decision-making

 

Qualifications:

· Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field strongly preferred

· Series 65, CFP a plus

· 2+ years experience in financial planning, wealth management, or related advisory roles

· Strong understanding of investment strategies, retirement planning, insurance, tax basics, and estate planning concepts

· Knowledge of special needs planning tools such as special needs trusts and government benefit programs (preferred)

· Excellent communication and interpersonal skills, with the ability to work sensitively with families

· Strong analytical, problem-solving, and organizational skills

· Ability to collaborate with attorneys, accountants, and other professionals

· High level of professionalism, ethics, and attention to detail

· Significant understanding of the dynamics of families with family members with special needs

 

Core Competencies:

· Client-focused mindset with strong empathy for families with dependents with special needs

· Financial planning expertise, including investments, retirement, insurance, and estate planning

· Knowledge of special needs planning tools such as trusts and government benefit coordination

· Strong analytical and problem-solving skills for developing tailored financial strategies

· Clear and effective communication skills, including the ability to explain complex concepts simply

· Relationship-building and trust development with clients and professional partners

· Attention to detail and accuracy in financial analysis and documentation

· Ethical judgment and commitment to regulatory compliance and fiduciary standards

· Organizational and time management skills to handle multiple clients and ongoing plan updates

· Collaborative mindset for working with attorneys, accountants, and care professionals

 

Compensation & Benefits:

Compensation (based on experience)

• Annual base salary: $80,000 - $90,000
• Annual performance bonus target: 5%
• This is an exempt position

 

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off

 

Location : 103 Schelter Road, Ste. 10, Lincolnshire, IL 60069

This role is an in-office position

\nCompany Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.