Director, Strategic Financial Planning & Growth

Monotelo Advisors; Elgin (IL); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health Reimbursement Account

401(k)

401(k) matching

Bonus based on performance

Free food & snacks

Paid time off

Profit sharing

Training & development

Job summary

A financial advisory firm in Elgin is seeking an experienced professional to lead their financial planning function. In this hybrid role, you will serve high-value clients, supervise planning staff, and champion the integration of technology and AI into workflows. The ideal candidate has a CFP designation, a minimum of 5 years of experience, and strong technical knowledge in various areas of financial planning. This position offers an opportunity to grow within a supportive environment focused on client success and strategic development.

Qualifications

• Minimum 5 years of experience in financial planning or advisory services.
• Candidates should demonstrate proficiency in integrating tax considerations into holistic financial plans.
• Solid understanding of personal tax and planning is essential.

Responsibilities

• Serve as lead planner for high-value clients, delivering full-spectrum financial plans.
• Supervise one junior planner and provide mentorship and training.
• Champion the use of AI tools to enhance planning workflows.

Skills

Strong technical knowledge in retirement, estate, tax, and investment planning

Excellent communication and client relationship skills

Comfortable with emerging technologies

Proficiency in identifying tax-saving opportunities

Education

CFP designation

CPA or EA

Tools

RightCapital

Blackrock

Interactive Brokers

Job description

A financial advisory firm in Elgin is seeking an experienced professional to lead their financial planning function. In this hybrid role, you will serve high-value clients, supervise planning staff, and champion the integration of technology and AI into workflows. The ideal candidate has a CFP designation, a minimum of 5 years of experience, and strong technical knowledge in various areas of financial planning. This position offers an opportunity to grow within a supportive environment focused on client success and strategic development.