Financial Planner

3 weeks ago

Chicago, Illinois, United States Jefferies Full time

Job Description

About Jefferies

Jefferies is a global investment banking firm focused on serving clients for over 50 years, providing insight, expertise, and execution to investors, companies, and governments.

The firm offers a full range of investment banking, sales, trading, research, and strategy across equities, fixed income, foreign exchange, and select asset and wealth management strategies in the Americas, Europe, and Asia.

Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE Listed - JEF), a diversified holding company.

Position:

We are seeking a highly qualified candidate for a Financial Planner position who is a self-starter with strong presentation, organizational, and analytical skills.

The Financial Planner will support advisory teams in Chicago and nationwide, working alongside a New York-based Managing Director on all financial and estate planning functions.

Key Responsibilities:

  • Act as a resource for the distribution of financial planning concepts, issues, and updates to advisory teams.
  • Experience with planning for UHNW clientele, focusing on founders and executives.
  • Oversee other financial planning training programs and initiatives as needed.
  • Primary responsibility for collecting client financial information and entering it into Jefferies' financial planning system.
  • Ensuring data in the planning system is valid and up-to-date.
  • Report generation and formatting.
  • Training advisory team members on the usage of and best practices for eMoney.
  • Maintenance of connections to custodial firms.
  • Expected to be a key member of the team driving the growth of the financial planning platform for Chicago-based advisory teams.

Requirements:

  • Strong interest in financial planning.
  • Familiarity with financial planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning).
  • Experience with financial planning software; prior experience with eMoney preferred.
  • Proficiency with Microsoft Office, PowerPoint, Excel, etc.
  • Basic knowledge of investments and financial markets.
  • Strong analytical and technical abilities.
  • Strong communication and follow-up skills.

Experience/ Skills:

  • 4-year college degree.
  • 1 to 3 years' industry experience.
  • SIE - Securities Industry Essentials Examination.

Additional Requirements:

  • Series 7 General Securities Representative Exam.
  • Series 63 Uniform Securities Agent State Law Exam.
  • Series 65 Uniform Investment Advisor, or Series 66 Uniform Combined State Law/Investment.
  • CFP, CPA, or similar certification.

Benefits:

Jefferies offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Additionally, Jefferies offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.

About Us

Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full-service, integrated investment banking and securities firm.

Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses, and further developing our Leucadia Asset Management alternative asset management platform.

We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset, and wealth management in the Americas, Europe, and the Middle East and Asia.

At Jefferies, we believe that diversity fosters creativity, innovation, and thought leadership through the infusion of new ideas and perspectives.

We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live.

As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply.

This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse.

Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law.

We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws.

As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

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