Senior Financial Planner
Aprio
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • United States
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Salary
💰 $125,000 - $150,000 per year
Job Level
About the role
- Directly supervise a team of financial planners, provide ongoing training opportunities and feedback.
- Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
- Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents.
- Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation.
- Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings.
- Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and CRM.
- Ensure compliance with internal policies and regulatory requirements.
- Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.
Requirements
- Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred; advanced degrees are encouraged
- CFP® certification or other accredited designation required
- 5+ years of relevant experience in financial planning, wealth management, or related financial services segment in a client-facing role
- Experience with the distinct needs of high-net worth and ultra-high-net worth families
- Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly
- Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests.
- Proficiency in Microsoft Office Suite; experience with financial planning software (e.g. eMoney) is strongly preferred
- Ability to work independently and as part of a team in a dynamic environment; experience training or developing a team
- Familiarity with investment management concepts and financial products
- Knowledge of regulatory requirements, industry best practices, and technology solutions
- Experience with managing, training, and mentoring individuals in a professional setting
- Exceptional attention to detail and time management
- Strong client service orientation, behavioral finance knowledge, and professional demeanor
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningwealth managementinvestment managementfinancial analysisclient relationship managementreport preparationpresentation skillstime managementattention to detailfinancial product knowledge
Soft Skills
interpersonal skillscommunication skillsteam collaborationtraining and developmentethics and integrityclient service orientationrapport buildingindependencedynamic work environment adaptabilitybehavioral finance knowledge
Certifications
CFP® certificationadvanced degrees in Financial PlanningFinanceEconomicsBusiness