UNKNOWN

ADAPTED_NOW

The Lead Financial Planner will be responsible for developing comprehensive financial plans, ensuring regulatory compliance, and delivering holistic wealth management strategies that help clients achieve their long-term goals. Deep technical knowledge of financial planning disciplines including retirement income planning, tax-aware investing, estate planning coordination, insurance analysis (life, long-term care), and annuities.

YEAR

Everforth, Cybercoders

Lead Financial Planner

AdvantageAI

Experience serving affluent or high-net-worth clients is highly desirable, particularly clients with $500,000+ in investable assets; experience with clients holding $1 million–$5 million or more is especially valuable. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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Jobot

Financial Advisor

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team blends deep technical knowledge across investments, tax, retirement, and estate planning with a genuinely high touch approach, and we've built our reputation on long term relationships rather than one off transactions.

Wealth Advisor

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By developing financial plans, organizing client information, and working closely with advisors, they help ensure clients receive thoughtful, accurate, and coordinated financial guidance.

Licensed Paraplanner

The Wealth Manager will build and maintain deep client relationships, develop tailored wealth strategies, coordinate with internal and external partners (tax, legal and investment teams), and ensure regulatory compliance while contributing to business growth. We are seeking experienced Wealth Managers to join our growing team to provide comprehensive financial planning and investment management services for high-net-worth and affluent clients.

Wealth Manager (Multiple openings)

FEED

Lead Financial Planner duties: * Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division. Lead Certified Financial Planner needs 3 years of experience working directly with clients as a Financial Planner.

Globalchannelmanagement

Lead Certified Financial Planner

ea_via_bold

Associate Financial Planner Job Summary: Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which include management of both internal and external workflows. Lead Financial Planner Job Summary: Serve as the primary contact for assigned clients, developing customized financial plans, retirement strategies, and investment analyses using proprietary software.

Macpower Digital Assets Edge Private Limited

Financial Planner (Associate & Lead)

jobdiva

As a Financial Advisor / Financial Planner , you will serve as a primary point of contact for assigned wealth-management clients and work closely with senior advisors and other members of the financial planning team. If you are an experienced Financial Advisor / Financial Planner in Buffalo Grove, IL with 3+ years of direct client-facing financial planning experience and an active Series 65 or Series 66 license , we encourage you to apply.

Terra Talent Consulting

Financial Planner - Lead

Manatal

Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients. Lead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.

This is primarily a non-sales financial planning role focused on building long-term client relationships, developing retirement and investment plans, analyzing financial strategies, and supporting clients across a broad range of planning needs. Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment.

Premier Global Links

Financial Planner

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Velia multiservices

Our recruiting firm is conducting a confidential search for an experienced Financial Planner to join an established and growing wealth management organization. This is an excellent opportunity for a client-focused financial professional who enjoys building long-term relationships and providing comprehensive financial and retirement planning guidance.

Calqulate

Financial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a DEEP dive into planning. Investment Management – Our trading department works with advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax-loss harvesting, asset location, etc.

Identified Talent Solutions

This is a high-impact opportunity for an accomplished CFP® professional who knows comprehensive planning inside and out, can bring clarity to complex client situations, and is motivated by the opportunity to directly influence the firm's growth—and grow into a meaningful ownership role over time. Deliver planning for a demanding client base, including highly compensated sales professionals, owners of privately held businesses, and technology professionals with restricted stock units and concentrated company stock.

RK Partners

Senior Financial Planner-Lombard, IL

TalentNest

Velvet Ledger Workforce

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Financial Planner, Irvine, CA

This role combines people leadership, financial planning expertise, relationship management, and operational oversight to ensure clients and their families receive exceptional, coordinated, and highly personalized support. Educate clients on financial planning concepts and strategies to support informed decision-making Lead, coach, and develop Relationship Managers and Financial Planners to achieve individual, team, and organizational goals.

Simplicity Group

AVP, Financial Planner, Wealth Management

clearcompany

Insightful Financial Analysis & Reporting: Prepare sophisticated financial reports and analyses covering critical areas such as cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts, translating complex data into actionable insights. Strategic Client Engagement: Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals.

The Goldman Sachs Group Inc

Asset & Wealth Management, GS Ayco, Financial Planner, Analyst - Deerfield

In this role, you''ll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth. Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals.

Associated Banc-Corp

Senior Wealth Planner

FULL_TIME

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Financial Planner Jobs in Chicago, IL

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Lead Financial Planner Globalchannelmanagement

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Senior Wealth Planner Associated Banc-Corp

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