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Financial Planner ( 40% WFH )

Company: JobGiraffe
Location: Downers Grove
Posted on: September 21, 2023

Job Description:

Finance / Wealth Management / Financial Planning Financial Planner (40% WFH) Up to $75,000 to start plus bonus and outstanding company-sponsored benefits Hybrid Schedule: Once in-office training is complete, 2 WFH and 3 in-office days per week As Financial Planner, you will: Join an independent Registered Investment Advisor (RIA) Provide wealth management services to high-net worth clients Support the implementation of customized financial plans for your clients Participate in client meetings Prepare client's tax returns, documentation and additional client collateral Provide strategic financial planning guidance and instructions for clients Answer client questions and address client inquiries Troubleshoot issues and complaints as they arise Handle special projects Perform other duties as assigned An ideal candidate profile will include: At least 2 years of Financial Planning experience Experience with ANY Financial Planning Software A Bachelor's Degree Pluses: +++ A CPA Designation +++ Experience with High-Net Worth Clients West Suburbs of Chicago - Downers Grove, IL JobGiraffe's client is a prestige provider of Financial Advisory and Wealth Management services. JG ID #23-1030 - Downers Grove, IL 60515 - Brandi Gentile, Lead Recruiter Employment Type: Full Time Years Experience: 3 - 5 years Salary: $65,000 - $75,000 Annual Bonus/Commission: Yes

Keywords: JobGiraffe, Downers Grove , Financial Planner ( 40% WFH ), Accounting, Auditing , Downers Grove, Illinois

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