Our client, an award winning, wealth management practice in Greater Chicago is hiring a Planning Associate to support the two practice owners/partners. The Planning associate may also support and collaborate with other client facing team members. The Planning Associate must be able to work in a fast paced environment, manage multiple priorities and deliver first class service to clients.
Responsibilities: (but are not limited to):
PROPOSAL AND CASE PREPARATION
· Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork
· Gathering information for advisor meetings with client/prospect
· Managing workflow from team to centralized Planning Department
· Preparing advisory annual review information
· Preparing and modifying planning and investment/advisory proposals
· Preparing investment policy statement, needs-based analysis or financial plan
· Recommending fund portfolio options
QUALIFICATIONS
· Bachelor’s degree required
· Health and Life licensed or gain licensing within 6 months of employment
· Financial Service or Insurance industry experience preferred
· Experience with financial planning software preferred
· Series 6 or 7 required, and Series 63
· Excellent oral and written communication skills
· Able to practice active listening and communicate in a direct manner
· Strong attention to detail with the ability to work with a high degree of accuracy
· Ability to manage multiple diverse projects and assignments in a timely and quality manner
· Willingness to learn
· Ability to embrace change and work in a fast-paced environment
· Able to work both independently and on a team
· Ability to maintain confidentiality
· Must have or obtain one or more of the following insurance designations: CLU, ChFC or CFP
About us: We are a rapidly expanding financial planning firm located in the vibrant Chicago suburbs, dedicated to providing comprehensive financial guidance to high-net-worth (HNW) individuals nationwide. We are in the top 1% of firms in our system, and we are looking to get even better. Our team is committed to delivering personalized, top-tier service, ensuring our clients' financial aspirations are not just met but exceeded. As we continue to grow, we are seeking a Planning Associate who shares our passion for making a meaningful impact in our clients' lives through exceptional service.
Location: 3x a week in Oak Brook office
Salary: 70-90k
