Senior Financial Planner — Growth & Ownership Path

RK Partners; Chicago (IL); On-site; USD 110,000 - 170,000; Full time

Job summary

RK Partners in the Chicago area seeks a Senior Financial Planner to lead comprehensive planning and analysis for client relationships. You will drive planning across risk management, tax, wealth, and estate planning, and guide complex scenarios such as Roth conversions and equity compensation.

You will own the investment operations and portfolio oversight, collaborate with the founder, and contribute to growth and potential ownership opportunities in a high-growth practice.

Qualifications

• 7+ years of comprehensive financial planning experience preferred (5 years minimum).
• CFP designation required; CFA charter a strong plus.
• FINRA Series 7 required or must have within 90 days of employment.
• Proficiency in eMoney.
• Strong verbal and written communication; collaborative, team-first approach.
• Able to work in the Lombard office Tuesday through Thursday, with core hours of 7:30 a.m.–3:30 p.m.

Responsibilities

• Lead comprehensive financial planning across four pillars: risk management, tax, wealth, and estate planning.
• Work through sophisticated planning scenarios, including Roth conversions, liquidity events, business-owner planning, and variable and equity compensation.
• Deliver planning for highly compensated clients including owners of privately held businesses and tech professionals with RSUs and concentrated stock.
• Analyze client portfolios and oversee portfolio administration and rebalancing with attention to tax impact and AGI management.
• Own money movement and the investment operations behind the planning process.
• Lead portfolio clean-up and strengthen ETF strategies.

Skills

CFP designation

FINRA Series 7

eMoney proficiency

Analytical mindset

Communication skills

Team collaboration

Ownership mindset

Education

CFP certification

CFA charter (strong plus)

Tools

eMoney

Job description

RK Partners in the Chicago area seeks a Senior Financial Planner to lead comprehensive planning and analysis for client relationships. You will drive planning across risk management, tax, wealth, and estate planning, and guide complex scenarios such as Roth conversions and equity compensation.

You will own the investment operations and portfolio oversight, collaborate with the founder, and contribute to growth and potential ownership opportunities in a high-growth practice.