Financial Planning Associate

Established in 1991, Moller Wealth Partners is a fee-only financial planning and investment management firm located on Chicago's North Shore.  We are looking to hire a Financial Planning Associate to add to our growing team.

• Bachelor’s degree and 3+ years professional work experience required. 
• CFP® certification or certification in progress recommended.
• Additional licenses, certifications, and professional designations helpful.

As the ideal candidate you will have a professional, personable, and warm demeanor, will enjoy working with numbers and data, be detail-oriented and thorough, and have good time management skills.  Strong mathematical, problem-solving, and written/oral communication skills are a must.       

As a member of our team, your ideas and feedback will be encouraged and this position will provide you with opportunities for growth within a well-established, independent financial planning firm. 

RESPONSIBILITES:

• Prepare comprehensive financial plans for prospective clients, which include retirement and education planning, estate planning, tax planning and insurance planning.
• Prepare and review quarterly reports for existing clients.
• Rebalance client portfolios and provide specific trade recommendations.
• Research and respond to requests for assistance related to financial planning issues (investments, tax laws, etc.).
• Provide support for Financial Planners and their clients/prospects as needed.
• Direct client responsibility based on experience and performance.

If you desire to join a fee-only financial planning team and have a passion for helping clients reach their financial goals, please provide your resume along with a cover letter stating why you feel financial planning is vital to long-term financial success.