Sr Wealth Planning Associate: Early Career CFP!

Recruiting Partner: John Broker

Chicago, Illinois | Finance | Hybrid | $75,000 to $85,000 | Job ID: 136844

Job Summary

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A dynamic and fast growing RIA ($22B+ AUM) is looking for a SR. WEALTH PLANNING ASSOCIATE, CFP to make an immediate impact by supporting the Director of Advanced Wealth Planning with all facets of the financial planning and related client support.

The ideal SR. WEALTH PLANNING ASSOCIATE, CFP will bring a demonstrated history of financial planning, a CFP designation or be close to completion, and the desire to work with a high-performing team in a fast-growing firm.

SR. WEALTH PLANNING ASSOCIATE, CFP RESPONSIBILITIES:

  • Present Client & Prospect Planning Cases Based on Individual Client-Focused Analysis
  • Monitor & Update Financial Plans as Required
  • Collaborate with Leadership, Marketing, & Related Teams to Continually Develop & Promote Firm Financial Planning Success

SR. WEALTH PLANNING ASSOCIATE, CFP REQUIREMENTS:

  • CFP Designation
  • Bachelor's Degree and 1+ Years of Experience
  • Entrepreneurial Attitude, Drive, & Grit to Expand Company Success
  • Elite Communication Skills

SR. WEALTH PLANNING ASSOCIATE, CFP SALARY & REQUIREMENTS:

  • Competitive Salary 
  • Excellent Benefits
  • Excellent Overall Growth

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

 

JOB ID: 136844

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John Broker

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

John Broker

Senior Recruiting Partner

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

John Broker

Senior Recruiting Partner