Senior Financial Planner | Lombard, Illinois

Reference Number: HRJ7573
Location: Lombard, Illinois

Judson Group has partnered with a successful wealth advisory firm in the search for a Senior Financial Planner. This individual will be a key member of the firm’s dedicated planning team, focused on financial planning responsibilities and overseeing the production of wealth planning deliverables for clients. The ideal candidate will have experience leading planning efforts for HNW clients with UHNW planning knowledge a plus.

This is a fantastic role for someone looking to impact clients through detailed financial planning, working alongside advisors that lead client relationships. This individual will be directly immersed into the client base and have the unique opportunity to add their own segment of business.

Responsibilities:

  • Build, retain, and maintain client relationships.
  • Work with various financial planning team members to understand client goals.
  • Analyze client data to understand trends and develop and assist in preparation of financial plans and recommendations based on findings including investments, tax, estate, and insurance.
  • Prepare integrated financial plans that achieve client’s financial goals.
  • Continue to grow business, including referrals and participate in prospect meetings.
  • Provide mentorship and training to associate team members.

Requirements:

  • BA/BS Degree.
  • Designations desirable (CFP, CFA, CPWA, CPA).
  • Series 7, 63, & life/health licenses, or ability to obtain.
  • 10+ years of wealth management/planning experience.
  • Strong financial planning experience and understanding of financial planning concepts.
  • 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, strong bonus, and benefits package

Location:
Lombard, Illinois

Reference Number: HRJ7573

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