Strategic Financial Planner for Client Wealth Growth

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

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.