![Kutchins, Robbins and Diamond](https://media.trabajo.org/img/noimg.jpg)
Financial Planner Associate
4 weeks ago
KRD Wealth Management LLC, a fee-based and independent financial planning firm, is seeking a qualified Financial Planner Associate to join our team. This role is critical in supporting our advisors with financial reporting, planning, and client services. We seek a professional with high ethical standards and a strong understanding of legal and regulatory requirements. This is an in-office position.
Responsibilities:
Collaborate with advisors to support all operational aspects of advisory and planning activities.
Assist in gathering and analyzing client data.
Prepare comprehensive financial plans using Money Guide Pro.
Administer risk tolerance questionnaires with clients.
Support new business development and client onboarding processes.
Address client issues and provide solutions.
Maintain and organize client files, complete new account paperwork, and generate reports.
Update and manage client information within the CRM system.
Communicate with clients regarding various operational tasks related to financial planning and investment advisory services.
Knowledge and Skills:
Proficient in using Fidelity Wealthscape, Schwab Advisor Center, and Money Guide Pro.
Strong computer skills, with Outlook, Word, Excel, and PowerPoint.
Excellent verbal and written communication skills.
Strong time management and organizational abilities; capable of working independently.
Ability to quickly learn and utilize industry tools, including financial planning software, analytical tools, and custodian platforms.
Education and Experience:
Bachelor's degree in business, economics, financial planning, or a related field.
Minimum of 2 years of experience in the financial services industry.
Foundational understanding of RIA operations and financial products, such as mutual funds, equities, bonds, insurance, and managed accounts.
Company DescriptionKRD occupies contemporary office quarters in Schaumburg, the heart of Chicago’s northwest business corridor. We serve clients throughout Chicagoland and from coast to coast.We provide a full range of client services: audits, reviews and compilations; financial, retirement and estate planning; accounting and software consulting; tax and business valuations services. Our technology resources are state of the art. Our team of professionals comprise a wealth of specialized experience.Company DescriptionKRD occupies contemporary office quarters in Schaumburg, the heart of Chicago’s northwest business corridor. We serve clients throughout Chicagoland and from coast to coast.\r
We provide a full range of client services: audits, reviews and compilations; financial, retirement and estate planning; accounting and software consulting; tax and business valuations services. Our technology resources are state of the art. Our team of professionals comprise a wealth of specialized experience.
-
Financial Planner
4 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Planner
5 days ago
Schaumburg, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Planner
3 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Planner
3 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Planner
2 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Representative
3 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Representative
3 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Representative
4 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Representative
3 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Services Representative
5 days ago
Schaumburg, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Aid Support Coordinator
3 months ago
Schaumburg, United States Tandym Group Full timeA growing private institution in Illinois is looking to add a new Financial Aid Support Coordinator for a promising opportunity with their team in the Greater Chicago area. In this role, the Financial Aid Support Coordinator will be responsible for answering all incoming calls through the phone queue to assist with financial aid questions. Responsibilities:...
-
Financial Aid Assistance Coordinator
1 week ago
Schaumburg, Illinois, United States Tandym Group Full timeA reputable private educational institution is seeking to hire a new Financial Aid Assistance Coordinator to enhance their team. This position involves addressing inquiries related to financial aid through various communication channels.Key Responsibilities:The Financial Aid Assistance Coordinator will:Be consistently available to manage incoming...
-
Financial Aid Services Coordinator
1 week ago
Schaumburg, Illinois, United States Tandym Group Full timeA reputable private educational institution is seeking a dedicated Financial Aid Services Coordinator to enhance their team. This position involves providing essential support in addressing financial aid inquiries and ensuring effective communication with stakeholders.Key Responsibilities:The Financial Aid Services Coordinator will:Be consistently available...
-
Financial Services Representative
3 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Representative Trainee
2 weeks ago
Schaumburg, United States Mutual of Omaha Full timeFinancial Representative Trainee - Chicago, IL Location: Illinois Work Type: Full Time Regular Job No: 502880 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
-
Financial Services Representative
2 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Services Representative
3 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Senior Financial Strategy Consultant
1 week ago
Schaumburg, Illinois, United States Zurich NA Full timePosition Overview:Zurich North America is seeking a Senior Financial Strategy Consultant to join our Crop Business Unit. This pivotal role is dedicated to enhancing and scrutinizing the financial performance of our Crop division.Key Responsibilities:Lead the development of financial strategies and forecasts in collaboration with key stakeholders across the...
-
Financial Consultant
3 months ago
Schaumburg, United States Fidelity Investments Full timeJob Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Consultant
3 weeks ago
Schaumburg, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...