Financial Planner

Simplicity Group Holdings; Illinois; Presencial; USD 65.000 - 80.000; Tempo integral

Benefícios oferecidos por esta vaga

Annual performance bonus 10%

Resumo da vaga

Simplicity Group Holdings’ Protected Tomorrows unit in Lincolnshire, IL is seeking a Financial Planner who will develop and implement comprehensive financial plans for clients with long-term goals, including retirement, savings and estate planning.

You will assess client situations, design personalized strategies, educate clients on investments and tax implications, and provide ongoing guidance while adhering to regulatory standards.

Qualificações

• Bachelor’s degree required; CFP or Series 65 advantageous.
• Licenses such as CFP and Series 65 are a plus.
• Proficient with CRM, planning software, Google and MS Office.

Responsabilidades

• Analyze clients’ finances including income, assets and liabilities.
• Create comprehensive financial plans for retirement, saving and estate needs.
• Educate clients on concepts, products and risk; communicate plan progress.
• Assist with investments, tax strategies, and retirement accounts.
• Maintain client relationships and ensure regulatory compliance.

Conhecimentos

Analytical skills

Problem-solving

Organized

Process orientation

Formação

Bachelor's Degree

CFP

Series 65

Ferramentas

CRM systems

Planning software

Google

Microsoft Office

Descrição da vaga

Job Description

Job Description

Position Title: Financial Planner

Reports to: SVP

Department: Simplicity Wealth: Protected Tomorrows

Location: Lincolnshire, IL (in-office, full-time)

Classification: Full Time/Exempt

Summary / Job Objective: Protected Tomorrows, a Simplicity Commitment, is adding to our financial planning team. We are seeking an individual who is a disciplined, methodical, highly motivated, tech-savvy learner, who consistently performs at a high level under variable workloads, and has a passion for making a positive impact on clients’ lives. The candidate will develop and implement financial plans to achieve clients’ long-term goals, such as retirement, savings, investing and estate planning. The candidate will assess clients’ financial situations, design personalized strategies, and provide ongoing support and guidance. At Protected Tomorrows, a Simplicity Group Commitment, we serve many families with special needs, and combine financial plans with our social service acumen to create holistic plans for our clients.

Essential Job Functions

• Financial Assessment: Analyze clients’ financial situation, including income, expenses, assets, liabilities and goals
• Plan Development: Create comprehensive financial plans tailored to each client’s needs
• Client Communication and Education: Educate clients about financial concepts, products and risk, and communicate effectively about their financial plan and progress
• Investment Management: Assist clients with investment decisions and recommend appropriate investment strategies
• Retirement Planning: Help clients plan retirement, including saving strategies, determining retirement needs, and utilizing the appropriate retirement accounts.
• Tax Planning: Provide guidance on tax strategies such as minimizing tax liabilities and utilizing tax-advantaged accounts.
• Estate Planning: Assist clients with estate planning, including wills, trusts and other estate planning documents.
• Client Relationship Management: Build and maintain strong relationships with clients, provide ongoing support and guidance, and monitor their financial progress.
• Compliance: Ensure compliance with financial regulations and guidelines
• Staying Current: Keeping updated on financial products, regulations and best practices
• Developing New Business: Identify and attract new clients

Qualifications

• Bachelor’s Degree
• Series 65, CFP, Insurance Licenses a benefit
• Technical Skills: High proficiency with CRM systems, planning software, Google, Microsoft Office
• Special Needs: Having experience in the special needs community is a benefit

Competencies

• Process Orientation: methodically follow guidelines for accuracy
• Organized: Manage multiple tasks, deadlines and access resources efficiently
• Analytical Skills: Ability to analyze data, identify issues or concerns and make informed decisions
• Problem-Solving Skills: Identify and resolve issues that arise during a planning process

Compensation & Benefits

Compensation (based on experiences and licenses)

• Base salary: $65,000 - $80,000
• This is an exempt position
• Annual performance bonus target: 10%

Benefits

• Employee benefits (medical, dental, vis