Financial Planner

Employer
Financial Investments Corporation
Location
Chicago, Illinois
Salary
Based on experience
Closing date
Jun 11, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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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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