Financial Planner

Creative Planning; Oak Brook (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial services firm in Oak Brook is seeking a Director of Talent Acquisition. In this full-time role, you'll interact with clients to develop and implement financial plans, collaborate with Wealth Managers, and ensure compliance with internal processes. Ideal candidates will have a background in Finance or related fields, with at least 3 years of industry experience and the Series 65 certification. Competitive benefits and opportunities for professional growth are offered.

Qualifications

• Relevant Educational Background (Finance, Accounting or Business Administration).
• 3 years financial services industry experience.
• Pass internal exams - Profiles/Dashboards.
• Series 65 (or equivalent) attained within 120 days.

Responsibilities

• Participates and conducts client meetings.
• Prepares the Financial Planning recommendations.
• Collaborates with members from each business line to best serve the client.
• Manages accuracy of internal Client Relationship Management (CRM) software.
• Implements Financial Planning recommendations.
• Monitors the Financial Plan and communicates with clients.
• Updates Financial Planning recommendations.
• Handles grey/overlapping tasks between department areas.
• All other duties as assigned.

Job description

Director of Talent Acquisition at Creative Planning Inc.

The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.

We do not accept resume submissions from third‑party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

• Participates and conducts client meetings
• Prepares the Financial Planning recommendations
• Collaborates with members from each business line to best serve the client
• Manages accuracy of internal Client Relationship Management (CRM) software
• Implements Financial Planning recommendations
• Monitors the Financial Plan and communicates with clients
• Updates Financial Planning recommendations
• Grey/overlapping tasks between department areas
• All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

• Relevant Educational Background (Finance, Accounting or Business Administration)
• 3 years financial services industry experience
• Pass internal exams - Profiles/Dashboards
• Series 65 (or equivalent) attained within 120 days

PREFERRED EXPERIENCE / QUALIFICATIONS

• Previous financial planning experience

TECHNICAL SKILLS

• Keen attention to detail

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance and Strategy/Planning
• Investment Management

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