Senior Financial Planner | Chicago, Illinois

Reference Number: HRJ6613
Location: Chicago, Illinois

Judson Group has partnered with a successful RIA that currently manages in excess of $5B in client assets in the search for a Senior Financial Planner. This individual is responsible for leading financial planning efforts in conjunction with the clients’ primary Advisor. This position does have the opportunity to assume lead Advisor responsibilities for clients as well.

Responsibilities:

  • Responsible for thorough knowledge of client portfolios and accounts.
  • Responsible for various client needs including investments, estate planning, tax planning, debt restructuring, employee benefits, retirement planning, and insurance planning.
  • Review/analysis of income tax, cash flow, and education cost projections, retirement income needs analyses, net worth statements, estate distribution plans, and risk management reviews.
  • Prepare client financial plans and documents for client meetings, ensuring compliance and objectives are met.
  • Attend client meetings and develop and maintain long-term client relationships.

Requirements:

  • 8+ years of financial planning experience.
  • Bachelor’s degree required
  • CFP required; CPA/CFA designations preferred.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Chicago, Illinois – Loop

Reference Number: HRJ6613

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