Corps Team
Senior Financial Planning Associate
Corps Team, Chicago, Illinois, United States, 60290
Senior Financial Planning Associate
Location:
Chicago, IL 60606, USPosted:
08/14/2024Employment Type:
Direct HireIndustry:
Financial ServicesJob Number:
17103Field of Expertise:
Accounting & FinanceRemote Friendly:
NoJob Description
Our client, a wealth advisory firm, is seeking an Associate for a direct hire role in downtown Chicago. If you are a CERTIFIED FINANCIAL PLANNER (CFP) looking to take your career to the next level, the Associate position is ideal. Associates play a vital role, collaborating with analysts, operations, and the advisory team, while providing critical client support. Our client is looking for motivated candidates who are eager to build upon their knowledge of holistic financial planning and client service, from a fiduciary, client-aligned perspective. They want someone who has a passion for planning and the adeptness for accuracy and thoroughness, and who is curious and empathetic toward both colleagues and clients.Day-to-day, this position entails:A broad scope of financial planning topics including investments, estate planning, taxes, cash flow, retirement planning, charitable giving, etc.Regular client contact, acting as an additional resource for the client and advisorReviewing and completing customized client meeting materialsPreparing investment and broader planning recommendationsCreating long-term projections for clients and families using eMoneyPreparing follow up summaries, planning actions and transaction reviews and approvalsParticipating in various internal working groupsParticipating in various projects and presentationsTo be successful in this position, you should demonstrate:Strong analytical skills, interest, and aptitudeAttention to detail resulting in executing work with consistency and accuracyA deep understanding of personal finance, accounting, and economicsExceptional communication, organizational, and problem-solving skillsThe capacity to prioritize workflow and manage deadlinesThe ability to work efficiently, compassionately, and collaboratively in a team-based settingA high-level of Excel experience requiredExperience with Advisor Engine, Tamarac, Canoe, and eMoney a plusDesire to seek client-facing advisory pathEntrepreneurial mindsetA bachelor’s degree from a competitive universityThree to five years post-CFP financial planning experienceBase Salary:
$95,000-$110,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.Meet Your Recruiter
Caren CohenRecruiting ConsultantCaren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care. A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children, Jackson 20 and Dylan 17. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.Apply Now:
Apply OnlineCorps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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Location:
Chicago, IL 60606, USPosted:
08/14/2024Employment Type:
Direct HireIndustry:
Financial ServicesJob Number:
17103Field of Expertise:
Accounting & FinanceRemote Friendly:
NoJob Description
Our client, a wealth advisory firm, is seeking an Associate for a direct hire role in downtown Chicago. If you are a CERTIFIED FINANCIAL PLANNER (CFP) looking to take your career to the next level, the Associate position is ideal. Associates play a vital role, collaborating with analysts, operations, and the advisory team, while providing critical client support. Our client is looking for motivated candidates who are eager to build upon their knowledge of holistic financial planning and client service, from a fiduciary, client-aligned perspective. They want someone who has a passion for planning and the adeptness for accuracy and thoroughness, and who is curious and empathetic toward both colleagues and clients.Day-to-day, this position entails:A broad scope of financial planning topics including investments, estate planning, taxes, cash flow, retirement planning, charitable giving, etc.Regular client contact, acting as an additional resource for the client and advisorReviewing and completing customized client meeting materialsPreparing investment and broader planning recommendationsCreating long-term projections for clients and families using eMoneyPreparing follow up summaries, planning actions and transaction reviews and approvalsParticipating in various internal working groupsParticipating in various projects and presentationsTo be successful in this position, you should demonstrate:Strong analytical skills, interest, and aptitudeAttention to detail resulting in executing work with consistency and accuracyA deep understanding of personal finance, accounting, and economicsExceptional communication, organizational, and problem-solving skillsThe capacity to prioritize workflow and manage deadlinesThe ability to work efficiently, compassionately, and collaboratively in a team-based settingA high-level of Excel experience requiredExperience with Advisor Engine, Tamarac, Canoe, and eMoney a plusDesire to seek client-facing advisory pathEntrepreneurial mindsetA bachelor’s degree from a competitive universityThree to five years post-CFP financial planning experienceBase Salary:
$95,000-$110,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.Meet Your Recruiter
Caren CohenRecruiting ConsultantCaren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care. A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children, Jackson 20 and Dylan 17. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.Apply Now:
Apply OnlineCorps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
#J-18808-Ljbffr