Financial Planning Expert

3 weeks ago


Chicago, Illinois, United States Identified Talent Solutions Full time

Identified Talent Solutions

We are a reputable RIA firm dedicated to providing exceptional financial planning services to our clients. We are seeking an experienced Certified Financial Planner (CFP) to join our team as a Financial Advisor - Retirement Specialist.

The ideal candidate will have a minimum of 5 years of industry experience and hold a CFP credential. They will be responsible for assessing prospective clients' needs and financial goals, providing comprehensive financial plans, and delivering exceptional client service.

About the Role:

  • Assess prospective clients' needs and financial goals
  • Provide comprehensive financial plans to clients
  • Deliver exceptional client service

Requirements:

  • CFP credential plus 5 years of industry experience
  • Ability to assess prospective clients' needs and financial goals
  • Solid understanding of retirement planning, estate planning, tax planning, cash flow, investment, and asset allocation strategies
  • Effective communication skills

Benefits:

This is a highly rewarding role with opportunities for professional growth and development. The salary range for this position is $80,000 - $120,000 per year, depending on experience.



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