CyberCoders · 2 weeks ago
Senior Financial Planner
Buffalo Grove, IL
Full-time
Onsite
Senior Level
5+ years expCyberCoders is a full-service Wealth Management firm serving the greater IL area for over 20 years. The Senior Financial Planner will provide expert financial advice and guidance to clients, helping them develop comprehensive wealth management strategies to achieve their financial goals.
RecruitingSearch Engine
No H1B
Responsibilities
Develop and implement customized financial plans for clients based on their unique goals and circumstances
Conduct thorough financial analyses and assessments to identify opportunities for growth and risk mitigation
Maintain relationships with clients, providing ongoing support and adjustments to their financial plans as necessary
Stay up-to-date with financial regulations and market trends to provide informed advice to clients
Collaborate with other professionals, such as accountants and estate planners, to deliver comprehensive wealth management solutions
Educate clients on various investment options, insurance products, and retirement strategies
Qualification
Required
Bachelor's degree in Finance, Accounting, or a related field
Professional certifications such as CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), or similar
Experience in wealth management and financial planning, with a minimum of 5 years in a client-facing role
Strong knowledge of financial products, investment strategies, and risk management techniques
Excellent communication and interpersonal skills, with the ability to build strong client relationships
Preferred
Licenses such as Series 65 and Series 66 are preferred
Benefits
Medical
Dental
Vision
401k w/ match
PTO
Company
CyberCoders
CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2013-12-02Acquired
Leadership Team
Nate Shuman
Lead Recruiter (Tech) CEO Club
Matt Miller
CTO
Recent News
2025-04-12
Company data provided by crunchbase