Senior Wealth Planning Advisor

Brighton Jones; Chicago (IL); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match up to 3%

Generous PTO starting Day 1

Unlimited Volunteer Time Off

Job summary

A financial planning firm in Chicago is seeking an experienced financial planner to act as the main point of contact for clients, preparing detailed meeting deliverables and leveraging various resources to achieve client objectives. The ideal candidate will have 4+ years in financial planning and possess relevant certifications like CFP or CPA. This position offers a competitive salary range of $85,000 - $135,000, along with comprehensive benefits including fully paid medical coverage and flexible vacation policies.

Qualifications

• 4+ years of experience in financial planning or wealth management.
• Strong proficiency in Microsoft Office products.
• Ability to handle multiple client relationships and prioritize tasks.

Responsibilities

• Acts as the first point of contact on client communications.
• Prepares comprehensive client-meeting deliverables.
• Leverages internal resources to achieve client objectives.

Skills

Organization

Communication

Analytical skills

Interpersonal skills

Education

Undergraduate degree

Certified Financial Planner™ (CFP®)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Juris Doctor (JD)

Tools

Microsoft Office Suite

Job description

A financial planning firm in Chicago is seeking an experienced financial planner to act as the main point of contact for clients, preparing detailed meeting deliverables and leveraging various resources to achieve client objectives. The ideal candidate will have 4+ years in financial planning and possess relevant certifications like CFP or CPA. This position offers a competitive salary range of $85,000 - $135,000, along with comprehensive benefits including fully paid medical coverage and flexible vacation policies.