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Financial Planning Manager

Employer
The Next Level Planning Group
Location
Chicago, Illinois
Salary
Commensurate with experience and capabilities
Closing date
Jun 25, 2021

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Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Job Details

Do you:

  • Love displaying craftsmanship through the art and science of financial planning?
  • Bring the human touch to the advice you provide to clients and your relationships with your coworkers?
  • Thrive in a team play environment?
  • Give courageous communication to those around you?
  • Display reliability in all that you do?

If these questions resonate with you, this position with The Next Level Planning Group could be the right fit for you.  TNLPG’s purpose is to help people live their best lives by making exquisite financial decisions. This focus has helped us impact the lives of hundreds of clients, and we are looking for an individual who wants to multiply their impact and opportunities through leadership responsibility in a growing firm to help us meet the demand for our services while continuing to deliver on our purpose at an extremely high level.

As Financial Planning Manager, you will play an integral role in helping our team formulate advice for clients. The primary outcomes we desire for this role are:

  1. Develop our Planner Associates in their skills and knowledge of financial planning
  2. Improve the systems and processes we currently have in place for advice generation to increase efficiency, reliability, and scalability
  3. Create new systems and processes for advice generation to increase efficiency, reliability, and scalability
  4. Increase client confidence and satisfaction in our firm’s advice and capabilities

The primary responsibilities through which you will be able to achieve these outcomes include:

Providing leadership, management, and accountability to Planner Associates Provide training, resources, and reference materials for Planner Associates Build and improve systems for advice generation, workflow management, etc. Create materials to assist Financial Planners and Planner Associates in communicating concepts and recommendations to clients

  • Create financial plans for new clients and generate ongoing advice for existing clients
  • Conduct investment research and generate portfolio management recommendations and collateral material Assist Financial Planners in communicating advanced planning concepts to clients as needed Manage department projects such as tax-loss harvesting

More than anything, your talent and drive will dictate the speed with which you grow into these and other responsibilities and opportunities as our firm grows. While we highly value prior experience and expertise, we are most interested in finding a candidate with the craftsmanship, human touch, team play, courageous communication and reliability that we exhibit on our team. In addition to these traits, the ideal candidate would also have:

  • Strong organizational skills
  • Experience leading, managing, bringing accountability to, and developing a team
  • Diligent attention to detail
  • Outstanding verbal and written communication skills
  • The CFP® and/or CFA designations (or be currently pursuing either or both)

Company

TNLPG: An Evolved and Evolving Financial Planning Firm The seeds of The Next Level Planning Group were planted when its founder, Adam Stock, began his career as an investment advisor representative with Merrill Lynch in 1999. This turned out to be an inauspicious time to enter wealth management as the next three years saw the bursting of the “technology bubble,” the terrorist attacks of 9/11, high-profile corporate bankruptcies, and the first US economic recession in almost a decade. Yet, Adam persevered and by mid-2002, having earned his CFP® certification, he transitioned to Lincoln Financial Advisors, where planners are recognized for their intelligence and innovation in financial planning. By 2005, having learned to serve clients who value a holistic approach to personal finance, Adam felt the time was right to hire a protégé. In Josh Markowitz, he found a like-minded individual with a strong work ethic, breadth of talents, and eagerness to learn. Adam and Josh formalized their partnership in 2007 as The Next Level Planning Group (TNLPG), with a focus on helping clients identify, understand, and act upon important financial matters in increasingly effective and efficient ways. This focus on process and partnership proved especially important during the financial crisis of 2008-09 as clients, grounded in their long-term and up-to-date financial plans, kept their heads. Most of them even agreed to rebalance their portfolios which, at the time, meant buying more stocks after they had fallen precipitously in value. Adam and Josh continued developing TNLPG into an advanced wealth management firm during the economic recovery, hiring dedicated specialists such as Service Advisors, Planner Assistants, Financial Planning Analysts, and an Investment/Portfolio Strategist, while also mentoring a steady stream of college interns. In 2013, Drew Coleman (MBA/CFA), a seasoned investment professional, chose to grow his financial planning practice in partnership with TNLPG rather than having to build it all himself from the ground up. Building on its foundation of helping clients identify, understand, and act upon important financial matters in increasingly effective ways, TNLPG is creating a fresh approach to training and supporting financial planners. For the experienced-advisor looking to take his practice to the next level, the high-achiever seeking to learn financial planning as a profession on par with law and medicine, and the career-changer considering life as a planner, TNLPG provides the ability to deliver a college-level client experience without first having to survive the elementary and high school models that are prevalent in the industry. And most importantly to the financial planners of the future—our financial planners—the families who will depend on their advice, availability, and leadership will not have to first experience life as clients of an immature practice before enjoying the fruits of a sophisticated team-driven approach that puts them squarely at the center of everything.

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