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CEO - Financial Planning Services (Internet Brokerage) - REMOTE
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Job Location: Chicago, IL
JOB DESCRIPTION

Job #: 38735
Title: CEO - Financial Planning Services (Internet Brokerage) - REMOTE
Job Location: Chicago, Illinois - United States
Employment Type:
Salary: $150,000.00 - $150,000.00 - US Dollars - Yearly
Other Compensation: Willing to go higher that $150k for superstar!
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Our award-winning client is expanding its financial planning services and is looking for an experienced manager of Financial Planners who would like to run his/her own business, leveraging AI based web based planning tools.

JOB DESCRIPTION

Summary:

Our award-winning client is expanding its financial planning services and is looking for an experienced manager of Financial Planners who would like to run his/her own business, leveraging AI based web based planning tools.

Responsibilities:

  • Manage Financial Planning team

  • Help manage the internet brokerage based trading platform

  • Evaluate clients financial documents including their income, expenses, and liabilities.

  • Offer support and guidance in financial, insurance, and investment planning.

  • Create strategic financial plans and budgets for clients.

  • Monitor clients` needs and adjust their financial plans accordingly.

  • Prepare financial and business analysis reports.

  • Present and market financial products and services.

  • Find potential clients and foster long-lasting relationships.

  • Ensure you stay updated on the latest regulations, practices, and financial products.

QUALIFICATIONS

Required Skills and Experience:

  • Required: CFP (Certified Financial Planner) + 3+ years of experience successfully managing a team of at least 3 fee only Financial Planners

  • Strong experience hiring and managing Financial Planners

  • Experience managing an internet brokerage based trading platform

  • Strong people management skills

  • 3+ years of experience creating financial plans

  • Experience with eMoney, Money Guide Pro, Money Tree or Naviplan or similar

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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