Financial Planner

2021-09-29T16:40:31+00:00 August 3rd, 2021|

Downtown Chicago

Are you in the wealth management industry looking for a new path in your career to build ongoing client relationships with generations of family members? If yes, today is the day to make that change.

Our highly-regarded client is a well-established, multi-generational family office in Chicago. Our client is looking to add an experienced Financial Planner to the client service team. The individual hired into this newly-created position will work on all aspects of financial management, associated implications of private equity deal transactions, and related cash management activities of three family lines.

PRIMARY RESPONSIBILITIES:

  • Manage client relationships and provide financial advising services to family office clients.
  • 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.
  • Manage cash flows for multiple individuals and entities, and their corresponding investments.
    Participate in the estate planning process, including advising on existing and new entities/initiatives.
  • Assist with tax compliance and planning for individuals and trusts
  • Provide client follow up and other support to senior wealth advisors in the office.
  • Interact with external family advisors, including bankers, attorneys, accountants, and oversee family office analysts.

REQUIREMENTS:

  • BA/BS in Accounting or Finance preferred
    Certified Financial Planner (CFP) is a plus
  • Minimum of 4 years of direct financial or wealth advising experience, preferred experience of running client meetings independently.
  • Proficient computer skills, including well-versed in the use of Microsoft Excel

Interested and qualified candidates please send resume with cover letter to jill@cmcconsult.com, apply today!

CMC Consultants Inc. would love to chat with YOU to help YOU start a new career path for Summer 2021

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