Financial Planner
- Employer
- Spahn Financial
- Location
- Lombard, Illinois
- Salary
- Compensation dependent on experience; Benefits include medical/dental/vision/PTO
- Closing date
- Nov 18, 2020
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- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Preferred
For over 25 years, Spahn Financial has been providing thoughtful and comprehensive financial planning to positively impact families and future generations. In our continuing efforts to provide the most effective and outstanding professional services to our clients, and with an ambitious growth plan going forward, we are looking to add to our team. This new hire would be part of a highly qualified team that services the clientele of Spahn Financial; the main function would be to collaborate with our Advisors to provide in-depth financial planning for our clients and prospects.
Responsibilities to include:
Preparation and presentation of comprehensive financial plans including tax planning, retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management
Design customized recommendations for clients and prospects
Become knowledgeable on all Northwestern Mutual insurance products (life, DI, LTC); be a resource for the team on insurance questions
Ensure effective financial planning workflow including data collection, review, and in-depth analysis, making it seamless for the client
Collaborate with other advisors (attorneys, accountants)
Participate in client meetings (in person and virtual) to present recommendations
Research various financial topics as they arise in client situations
Develop visual support pieces for presentations to clients
Maintain compliance with all company policies and regulatory practices at the highest standards
Qualifications:
Minimum 5 years previous related experience
Current CFP designation holder, or progress toward designation
Effective communication skills (strong verbal and written)
Effective time management, ability to multi-task; strong work ethic
Able to work independently, as well as within a team; collaborative team player
Strong technology skills
Maintain confidentiality
Project a high level of professionalism to clientele
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