Financial Planner | Downers Grove, Illinois

Reference Number: HRJ6099
Location: Downers Grove, Illinois

Judson Group has partnered with a large independently held wealth management firm in the search for a Financial Planner. This individual will be supporting the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.

Responsibilities:

  • Build and maintain client relationships in partnership with the Senior Advisors.
  • Work with client support team to provide an exceptional client experience.
  • Prepare and analyze client tax returns.
  • Attend meetings held by Advisors with clients and prospects.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Manage account administration, cashiering, and forms for assigned clients.
  • Conduct financial planning reviews, implementing as necessary.

Requirements:

  • BA/BS degree required, advanced degree preferred.
  • CFP required; CPA highly desired.
  • Minimum 4 years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong financial planning experience.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location: Downers Grove, Illinois

Reference Number: HRJ6099

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