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Financial Planner

Financial Investments Corporation
Chicago, Illinois
Based on experience
Closing date
Oct 27, 2022

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

•    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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