Financial Planning Associate | Chicago, Illinois

Reference Number: HRJ7132
Location: Chicago, Illinois

Judson Group has partnered with a successful investment advisory firm that currently manages over $6B in client assets in the search for a Financial Planning Associate. This individual will be supporting the firm’s senior team members with financial planning and client management responsibilities. The ideal candidate will have experience handling complex client transactions, implementing and preparing financial planning recommendations, and participating in client meetings.

Responsibilities:

  • Work with various financial planning team members to understand client goals
  • Analyze client data to understand trends and develop and prepare financial plans and recommendations based on findings
  • Perform various analyses including overall asset allocation statements, retirement projections, tax projections, Roth conversion analyses, review of estate plan documents and preparing summaries, education funding analyses, Social Security analyses, gifting opportunities, insurance analyses, etc. to arrive at client-centric financial solutions and recommendations
  • Participate in client meetings, document, and execute meeting follow-up as appropriate
  • Assist in managing client portfolios

Requirements:

  • BA/BS Degree
  • CFP/CFA highly preferred
  • 4+ years of wealth management experience
  • 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:
Competitive compensation, bonus, and benefits package

Location:
Chicago, Illinois

Reference Number: HRJ7132

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