Skip to main content

This job has expired

Financial Planner

Employer
Financial Investments Corporation
Location
Chicago, Illinois
Salary
Based on experience
Closing date
Nov 26, 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.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert