Chicago, IL
We are searching for a Wealth Strategist/Sr. Financial Planner.


  • Own and drive the financial planning process, which includes designing, analyzing, and presenting customized plans tailored to each client's unique circumstances
  • Identify issues and value-added planning opportunities for review and discussion with clients and client's advisors. Areas of emphasis include:
    • Financial Independence and Cash Flow analysis
    • Estate and Wealth Transfer planning
    • Education planning
    • Tax planning
    • Insurance needs analysis
    • College savings
    • Social Security planning and optimization
    • Executive compensation planning
  • Deliver plans to clients in a clear and understandable manner. Responsibilities will include: meeting preparation, financial plan construction, presentation of the plan to the client, meeting follow-up and ongoing client service.
  • Become a subject matter expert, staying current on planning issues, communicating updates to our team and contributing content to the Firm's website (blog) and social media channels.
  • Coach and counsel advisors on financial planning strategies
  • Lead, mentor, and coach less experienced financial planners
  • Contribute to the Firm's strategic direction of it's financial planning service offering.
  • Be passionate about serving clients and financial planning strategies
  • Possess 6+ years experience delivering financial plans and advice directly to clients
  • Have a Certified Financial Planner (CFP) CPA or JD designation (required)
  • Bachelor's degree
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint).
  • Proficiency with financial planning, Social Security analysis, and tax projection software; MoneyGuidePro and Holistiplan Tax Software expertise a plus
  • Advanced knowledge of personal tax issues and estate planning
  • Professional, personable, tactful, efficient and self-motivated
  • Strong interpersonal skills and sense of teamwork valued
  • Experience presenting to clients in a competent, confident, persuasive and empathetic manner
  • Able to formulate knowledgeable and convincing answer to tough questions on the spot
  • Strong organizational skills, multi-tasking, accuracy, service-minded, and meticulous adherence to details required.
  • Entrepreneurial-minded approach to business
  • Strong written and verbal communication skills.