Financial Planner

Location
Chicago, Illinois
Salary
TBD based on candidate's experience
Posted
Jun 16, 2021
Closes
Aug 15, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Financial Investments Corporation (FIC) is a well-established, multi-generational family office in Chicago.  FIC is looking to add an experienced Financial Planner to the client service team. The individual hired into this newly-created position will work on all aspects of financial management, associated implications of private equity deal transactions, and related cash management activities for G1, G2, and G3 members of three family lines (currently serving 25 separate family units and growing). Individual should have strong communication and problem-solving skills, as well as detail orientation to manage financial reporting, accounting, and tax functions.

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