Financial Planner

CIBC Private Wealth US

Company Description CIBC Private Wealth US is now part of CIBC US. We look forward to connecting with you there for all your private wealth management needs. Our services focus on delivering personalized financial strategies and solutions to help clients achieve their goals. We aim to build lasting relationships and provide high-quality, tailored financial advice. Role Description This is a full-time hybrid role for a Financial Planner based in Chicago, IL, with some work-from-home flexibility. The Financial Planner will be responsible for developing comprehensive financial plans for clients, including personal financial planning, retirement planning, and investment advice. The role includes conducting financial assessments, creating tailored financial strategies, and continuously monitoring clients' financial health to ensure they meet their financial goals. Qualifications Proficiency in Financial Planning and Personal Financial Planning 15+ years of industry experience Certified Financial Planner designation is preferred Strong background in Finance and Retirement Planning Excellent analytical and problem-solving skills Ability to build and maintain client relationships Effective communication and interpersonal skills Bachelor's degree in Finance, Economics, or related field Experience with financial planning software and tools is a plus Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr

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Vacancy posted 13 hours ago

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