Financial Planner

CIBC Private Wealth US; Chicago (IL); Hybrid; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team in Chicago. This full-time hybrid role offers the chance to develop personalized financial strategies and provide clients with tailored investment advice. You will be responsible for conducting financial assessments and monitoring clients' financial health to ensure they achieve their goals. If you have a strong background in finance, excellent analytical skills, and a passion for building client relationships, this is the perfect opportunity for you to make a meaningful impact in the world of private wealth management.

Qualifications

• 15+ years of experience in financial planning and retirement planning.
• Certified Financial Planner designation is preferred.

Responsibilities

• Develop comprehensive financial plans for clients.
• Conduct financial assessments and create tailored strategies.

Skills

Financial Planning

Personal Financial Planning

Analytical Skills

Problem-Solving Skills

Client Relationship Management

Communication Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Tools

Financial Planning Software

Job description

Company Description

CIBC Private Wealth US is now part of CIBC US. We look forward to connecting with you there for all your private wealth management needs. Our services focus on delivering personalized financial strategies and solutions to help clients achieve their goals. We aim to build lasting relationships and provide high-quality, tailored financial advice.

Role Description

This is a full-time hybrid role for a Financial Planner based in Chicago, IL, with some work-from-home flexibility. The Financial Planner will be responsible for developing comprehensive financial plans for clients, including personal financial planning, retirement planning, and investment advice. The role includes conducting financial assessments, creating tailored financial strategies, and continuously monitoring clients' financial health to ensure they meet their financial goals.

Qualifications

1. Proficiency in Financial Planning and Personal Financial Planning
2. 15+ years of industry experience
3. Certified Financial Planner designation is preferred
4. Strong background in Finance and Retirement Planning
5. Excellent analytical and problem-solving skills
6. Ability to build and maintain client relationships
7. Effective communication and interpersonal skills
8. Bachelor's degree in Finance, Economics, or related field
9. Experience with financial planning software and tools is a plus

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales