Financial Planner
- Employer
- Financial Investments Corporation
- Location
- Chicago, Illinois
- Salary
- Based on experience
- Closing date
- Oct 27, 2022
View more
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Preferred
• Manage client relationships and provide financial planning services to family office clients, including working with next generation (G3) family members as they become standalone clients.
• Review internally-prepared quarterly meeting materials.
• Conduct quarterly meetings with family members, including reviewing a full net worth statement, cash flow projections, and investment purchase & sale information for individuals and entities.
• Provide private equity investment updates to family members on existing deals, and recommend appropriate investment amounts for new deals.
• Manage cash flows for multiple individuals and entities, and their corresponding investments.
• Assist in the management and oversight of three family office analysts.
• Participate in estate planning process, including advising on existing entities/initiatives, as well as discussions involving the creation of new entities and/or use of other wealth transfer techniques.
• Assist with tax compliance and planning for individuals and trusts with outside tax accountants.
• Provide client follow up and other support to the three senior financial planners in the office.
• Interact with external family advisors, including bankers, attorneys, and accountants.
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