Corps Team
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Caren Cohen
Senior Financial Planning Associate
Posted: 08/14/2024
2024-08-14
2024-10-23
Employment Type:
Direct Hire
Industry: Financial Services
Job Number: 17103
Field of Expertise: Accounting & Finance
Remote Friendly: No
Job Description
Our client, a wealth advisory firm, is seeking an Associate for a direct hire role in downtown Chicago.
If you are a CERTIFIED FINANCIAL PLANNER™ (CFP®) looking to take your career to the next level, the Associate position is ideal. Associates play a vital role, collaborating with analysts, operations, and the advisory team, while providing critical client support. Our client is looking for motivated candidates who are eager to build upon their knowledge of holistic financial planning and client service, from a fiduciary, client?aligned perspective. They want someone who has a passion for planning and the adeptness for accuracy and thoroughness, and who is curious and empathetic toward both colleagues and clients.
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Day-to-day, this position entails:
If you are a CERTIFIED FINANCIAL PLANNER™ (CFP®) looking to take your career to the next level, the Associate position is ideal. Associates play a vital role, collaborating with analysts, operations, and the advisory team, while providing critical client support. Our client is looking for motivated candidates who are eager to build upon their knowledge of holistic financial planning and client service, from a fiduciary, client?aligned perspective. They want someone who has a passion for planning and the adeptness for accuracy and thoroughness, and who is curious and empathetic toward both colleagues and clients.
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Day-to-day, this position entails:
- A broad scope of financial planning topics including investments, estate planning, taxes, cash flow, retirement planning, charitable giving, etc.
- Regular client contact, acting as an additional resource for the client and advisor
- Reviewing and completing customized client meeting materials
- Preparing investment and broader planning recommendations
- Creating long-term projections for clients and families using eMoney
- Preparing follow up summaries, planning actions and transaction reviews and approvals
- Participating in various internal working groupsÂ
- Participating in various projects and presentations
- Strong analytical skills, interest, and aptitude
- Attention to detail resulting in executing work with consistency and accuracy
- A deep understanding of personal finance, accounting, and economics
- Exceptional communication, organizational, and problem-solving skills
- The capacity to prioritize workflow and manage deadlines
- The ability to work efficiently, compassionately, and collaboratively in a team-based setting
- A high-level of Excel experience required
- Experience with Advisor Engine, Tamarac, Canoe, and eMoney a plus
- Desire to seek client-facing advisory path
- Entrepreneurial mindsetÂ
- A bachelor’s degree from a competitive university
- Three to five years post-CFP financial planning experience
Meet Your Recruiter
Caren Cohen
Recruiting Consultant
Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care.
A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children, Jackson 20 and Dylan 17. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.
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