Financial Planner (40% WFH)

Salary:
Up to $75,000 to start plus bonus and outstanding company-sponsored benefits

Location:
West Suburbs of Chicago - Downers Grove, IL

Position Type:
Full-time | Direct-hire

Job Description:

Finance / Wealth Management / Financial Planning
Financial Planner (40% WFH)

Up to $75,000 to start plus bonus and outstanding company-sponsored benefits
Hybrid Schedule: Once in-office training is complete, 2 WFH and 3 in-office days per week

As Financial Planner, you will:

- Join an independent Registered Investment Advisor (RIA)
- Provide wealth management services to high-net worth clients
- Support the implementation of customized financial plans for your clients
- Participate in client meetings
- Prepare client's tax returns, documentation and additional client collateral
- Provide strategic financial planning guidance and instructions for clients
- Answer client questions and address client inquiries
- Troubleshoot issues and complaints as they arise
- Handle special projects
- Perform other duties as assigned

An ideal candidate profile will include:

- At least 2 years of Financial Planning experience
- Experience with ANY Financial Planning Software
- A Bachelor's Degree

Pluses:

+++ A CPA Designation
+++ Experience with High-Net Worth Clients

West Suburbs of Chicago - Downers Grove, IL

JobGiraffe's client is a prestige provider of Financial Advisory and Wealth Management services.

Please submit your resume by using the Apply Now feature.

All resumes submitted will be reviewed based on the candidate profile listed above.

Candidates with the most relevant background will be selected first and asked to participate in a screening.

Initial screenings can be done in-person during office hours, before or after hours, or by phone if needed.

JG ID #23-1030 - Downers Grove, IL 60515

Relevant Skills, Experience, Industries:
Customer Service Skills Finance-Financial Services Customer Service Skills, Financial, Banking, Insurance, Real Estate, Investment, Related Services