| Career Opportunities
Welcome to FPA of Illinois and thank you for using the Job Bank. We hope you find this service beneficial. Good luck in your search.
Please contact us if you wish to post a position...or a resume.
Positions Available
FINANCIAL PLANNING ASSOCIATE
• Interested In Earning CFP Designation?•
WEALTH MANAGEMENT FIRM
Our client, a sophisticated and growing Family Office for a large Chicago based family (4 family lines & 47 adult households) seeks a smart, flexible individual to work with five - Vice Presidents of Client Services who advise and consult the family members regarding all financial needs. This associate will have client contact and need excellent communication and outstanding technological skills, strong analytical and accounting ability to take ownership of a variety of responsibilities including:
- Gather and maintain up-to-date financial information for family members (personal financial statements) and their entities (foundations, trusts, partnerships) in several different software applications.
- Support development of strategic financial planning; enter family member data into financial planning software; prepare cash flow projections & assist VP’s in running projections or “what if” scenarios.
- Gather / monitor tax info from family members for preparation of tax returns; input data & assist with payment computations.
- Participate in special projects, research on various topics, & formation of educational programs for family members
- Master use of CRM software database for efficient client project management, delegation & follow through.
Requires: Bachelor’s Degree – Accounting /Finance, min 3 yrs relevant experience within Banking, Insurance, Wealth Management environment, and/or Public Accounting exp a plus – not required. Expert Microsoft Office products skill, Experience with general ledger software, QuickBooks, Quicken and/or CRM software would be desirable not required. A variety of software packages utilized requiring excellent technological ability.
If ultimately you would like to earn a CFP designation, that could happen within this environment. Great opportunity to work in a team environment with a collegial group of people who are supportive and committed to meeting & exceeding expectations and who believes in a work/life balance.
Send resume in Word Doc ONLY to
Jill@cmcconsult.com
FINANCIAL PLANNER
The Ayco Company, L.P., a Goldman Sachs Company, is one of the nation’s leading financial counseling firms. We are looking for a bright, energetic, client-oriented person with a strong work ethic. The Financial Planner will work in our Lake Forest, IL office.
Responsibilities:
- Work one-on-one with individual clients providing fee-based personal financial planning, investment planning and tax services to corporate executives and other high net worth individuals;
- Prepare tax projections, asset allocation, retirement, education funding, insurance and estate-planning analyses;
- Prepare complex tax returns;
- Experienced financial planners will also have the opportunity to bring new business to the company.
Qualifications:
Visit our website at www.ayco.com. We offer a competitive salary; a comprehensive benefits package and a high quality work life. Interested applicants should submit cover letter, resume, transcripts and salary requirements to:
Corporate Human Resources (FP - IL)
The Ayco Company, L.P.
P. O. Box 860
Saratoga Springs, NY 12866
EOE/M/F
Fax: 518-886-4350
E-mail: hresources@ayco.com
Managing Director
Nuveen Investments, Chicago
The successful candidate will consultatively build, present and support Wealth Management related information, topics and services to multiple constituencies. The successful candidate will work with internal and external partners to consult on the full range of Wealth management solutions. The role will involve 25-30% travel.
The candidate will fulfill Nuveen Investments’ mission, to secure the long-term goals of our clients and the advisors who serve them, by demonstrating the following responsibilities and duties.
Client Services Manager Wanted
A well established Financial Planning firm in the south suburbs is looking for an ambitious individual seeking to eventually build a client base. This individual would initially be responsible for various client services including but not limited to, preparing financial projections, putting together investment portfolio review documents in addition to mutual fund trading on a brokerage platform. Previous client service experience in the financial planning profession as well as being Series 6 licensed would be considered advantageous. Compensation is commensurate with experience and licensing qualifications. All inquiries are kept strictly confidential. Please contact Gary Brei at 708-479-7755 or email resumes to info@tcmccabe.com
The Financial Planning Association of Illinois assumes no responsibility for either the accuracy of this advertisement or for the quality or availability of this job offer.
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