Financial Planner
Identified Talent SolutionsChicago, Illinois, United States
Posted June 20, 2022
Full Time
About the Company
Our client provides specialized support to our Financial Advisors so they can spend their time in front of clients, managing the client relationship, and providing comprehensive financial planning advice.
Job Description
We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role. Our client provides specialized support to our Financial Advisors so they can spend their time in front of clients, managing the client relationship, and providing comprehensive financial planning advice.
Requirements
- Must have a CFP credential plus 5 years of industry experience.
- Ability to assess a prospective client's needs and financial goals.
- A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
- Effective with communication skills.
- Ability to deliver comprehensive financial plans to clients.
- Previous experience teaching classes or presenting is a plus.
Benefits
- Unparalleled Professional Development - Advisors receive constant training on new laws, concepts, planning ideas, etc.
