AVP, Financial Planning — Special Needs Wealth Leader

Simplicity Group; Lincolnshire (IL); On-site; USD 175,000 - 220,000; Full time

Benefits offered by this job

Medical benefits

Annual bonus target

Job summary

Simplicity Group is seeking an AVP, Financial Planning to lead a team serving families with special needs and disabilities. You will drive high-quality financial planning, coordinate with attorneys and CPAs, and ensure exceptional client experiences across the advisory process.

You will oversee comprehensive planning, government benefits coordination, and strategies for lifetime financial security. This role emphasizes leadership, empathy, and collaboration across teams to deliver customized

Qualifications

• Bachelor's degree required or equivalent experience in finance.
• 7+ years of financial planning, wealth management, or related field.
• 3+ years of people-management or team-leadership experience.
• Demonstrated experience with high-net-worth families and complex planning.
• Experience with families impacted by disability or special needs preferred.
• CFP®, ChFC®, or similar designation preferred.
• Strong understanding of holistic financial planning and interrelated strategies.

Responsibilities

• Lead the Financial Planning Team and set service standards for client engagements.
• Provide comprehensive financial planning guidance including government benefits and special needs considerations.
• Coordinate with attorneys, CPAs, trustees, and other professionals for holistic planning.
• Manage client relationships, monitor service levels, and ensure regulatory compliance.
• Mentor and develop Relationship Managers and Financial Planners to achieve goals.
• Lead in complex planning scenarios and ensure thoughtful, coordinated guidance.

Skills

Relationship Management

Comprehensive Financial Planning

Special Needs & Disability Planning

Client Experience

Strategic Thinking

Coaching & Mentoring

Cross-Functional Collaboration

Education

Bachelor’s degree in finance, financial planning, business, social services, or a related field

Job description

Simplicity Group is seeking an AVP, Financial Planning to lead a team serving families with special needs and disabilities. You will drive high-quality financial planning, coordinate with attorneys and CPAs, and ensure exceptional client experiences across the advisory process.

You will oversee comprehensive planning, government benefits coordination, and strategies for lifetime financial security. This role emphasizes leadership, empathy, and collaboration across teams to deliver customized