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Associate Financial Planner

Employer
Xartis Group
Location
Schaumburg, Illinois
Salary
Competitive salary; health and retirement benefits
Closing date
May 31, 2023

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

Job Details

About Xartis Group

Our singleness of focus to bring real value to our clients is our most important value. We built Xartis Group to put our clients first - without compromise.  Client outcome is paramount!

That philosophy, along with our 35 years of combined experience in wealth advisory and risk management, is what sets us apart.

Associate Financial Planner

Because of our growth, we are looking for the right Associate Financial Planner to join our team. The Associate Financial Planner will understand a potential client’s needs and gather the data required to develop possible solutions for the potential client. The Associate Financial Planner will also prepare and distribute quarterly reports and planning review packets.

A successful Associate Financial Planner will have the opportunity to grow their career with additional experience and certifications.

The ideal Associate Financial Planner will have:

  • a degree in finance, economics, engineering or another related analytical fields
  • 3-5 years of finance or financial planning experience
  • CFP certification (not required, but preferred)
  • experience with the Schwab trading platform (not required, but preferred)

If this job posting describes you, we’d like to meet you and tell you more about our growing company.

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