Executive Financial Counseling Principal

4 weeks ago


Chicago, Illinois, United States Cerity Partners Full time

Cerity Partners is seeking a highly skilled and experienced Executive Financial Counseling Principal to join our team. As a key member of our Executive Financial Counseling (EFC) team, you will be responsible for providing comprehensive financial planning and investment services to our high-net-worth clients.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Provide expert advice on estate planning, income tax, compensation and benefits, investment planning, retirement planning, and risk management.
  • Collaborate with colleagues to deliver exceptional client service and support.

Requirements:

  • Bachelor's degree and CFP designation preferred.
  • 4+ years of experience in financial planning, estate planning, and/or tax planning/preparation.
  • Strong leadership and communication skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.

About Cerity Partners:

Cerity Partners is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses, and nonprofit organizations. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes.



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