Energy Jobline ZR
Financial Planner in Lincolnshire
Energy Jobline ZR, Lincolnshire, Illinois, United States, 60069
Overview
Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide. We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers. Position
Title:
Financial Planner Reports to:
SVP Department:
Simplicity Wealth: Protected Tomorrows Location:
Lincolnshire, IL (in-office, full-time) Classification:
Full Time/Exempt Summary / Job Objective
Protected Tomorrows, a Simplicity Commitment, is adding to our financial planning team. We are seeking an individual who is disciplined, methodical, highly motivated, tech-savvy, and able to perform at a high level under variable workloads, with a passion for making a positive impact on clients’ lives. The candidate will develop and implement financial plans to achieve clients’ long-term goals, such as retirement, savings, investing, and estate planning. The candidate will assess clients’ financial situations, design personalized strategies, and provide ongoing support and guidance. At Protected Tomorrows, a Simplicity Group Commitment, we serve many families with special needs, and combine financial plans with our social service acumen to create holistic plans for our clients. Essential Job Functions
Financial Assessment: Analyze clients’ financial situation, including income, expenses, assets, liabilities and goals Plan Development: Create comprehensive financial plans tailored to each client’s needs Client Communication and Education: Educate clients about financial concepts, products and risk, and communicate effectively about their financial plan and progress Investment Management: Assist clients with investment decisions and recommend appropriate investment strategies Retirement Planning: Help clients plan retirement, including saving strategies, determining retirement needs, and utilizing the appropriate retirement accounts Tax Planning: Provide guidance on tax strategies such as minimizing tax liabilities and utilizing tax-advantaged accounts Estate Planning: Assist clients with estate planning, including wills, trusts and other estate planning documents Client Relationship Management: Build and maintain strong relationships with clients, provide ongoing support and guidance, and monitor their financial progress Compliance: Ensure compliance with financial regulations and guidelines Staying Current: Keep updated on financial products, regulations and best practices Developing New Business: Identify and attract new clients Qualifications
Bachelor’s Degree Series 65, CFP, Insurance Licenses a benefit Technical Skills: High proficiency with CRM systems, planning software, Google, Microsoft Office Special Needs: Having experience in the special needs community is a benefit Competencies
Process: methodically follow guidelines for accuracy Organized: Manage multiple tasks, deadlines and access resources efficiently Analytical Skills: Ability to analyze data, identify issues or concerns and make informed decisions Problem-Solving Skills: Identify and resolve issues that arise during a planning process Compensation & Benefits
Compensation (based on experiences and licenses) Base salary: $65,000 - $80,000 This is an exempt position Annual performance bonus target: 10% Benefits Employee benefits (medical, dental, vision, life insurance, other) 401k with employer match Paid Time Off Free parking Location
103 Schelter Road, Lincolnshire IL (in-office) Company Description
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (Simplicity Group) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer partner with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
#J-18808-Ljbffr
Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide. We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers. Position
Title:
Financial Planner Reports to:
SVP Department:
Simplicity Wealth: Protected Tomorrows Location:
Lincolnshire, IL (in-office, full-time) Classification:
Full Time/Exempt Summary / Job Objective
Protected Tomorrows, a Simplicity Commitment, is adding to our financial planning team. We are seeking an individual who is disciplined, methodical, highly motivated, tech-savvy, and able to perform at a high level under variable workloads, with a passion for making a positive impact on clients’ lives. The candidate will develop and implement financial plans to achieve clients’ long-term goals, such as retirement, savings, investing, and estate planning. The candidate will assess clients’ financial situations, design personalized strategies, and provide ongoing support and guidance. At Protected Tomorrows, a Simplicity Group Commitment, we serve many families with special needs, and combine financial plans with our social service acumen to create holistic plans for our clients. Essential Job Functions
Financial Assessment: Analyze clients’ financial situation, including income, expenses, assets, liabilities and goals Plan Development: Create comprehensive financial plans tailored to each client’s needs Client Communication and Education: Educate clients about financial concepts, products and risk, and communicate effectively about their financial plan and progress Investment Management: Assist clients with investment decisions and recommend appropriate investment strategies Retirement Planning: Help clients plan retirement, including saving strategies, determining retirement needs, and utilizing the appropriate retirement accounts Tax Planning: Provide guidance on tax strategies such as minimizing tax liabilities and utilizing tax-advantaged accounts Estate Planning: Assist clients with estate planning, including wills, trusts and other estate planning documents Client Relationship Management: Build and maintain strong relationships with clients, provide ongoing support and guidance, and monitor their financial progress Compliance: Ensure compliance with financial regulations and guidelines Staying Current: Keep updated on financial products, regulations and best practices Developing New Business: Identify and attract new clients Qualifications
Bachelor’s Degree Series 65, CFP, Insurance Licenses a benefit Technical Skills: High proficiency with CRM systems, planning software, Google, Microsoft Office Special Needs: Having experience in the special needs community is a benefit Competencies
Process: methodically follow guidelines for accuracy Organized: Manage multiple tasks, deadlines and access resources efficiently Analytical Skills: Ability to analyze data, identify issues or concerns and make informed decisions Problem-Solving Skills: Identify and resolve issues that arise during a planning process Compensation & Benefits
Compensation (based on experiences and licenses) Base salary: $65,000 - $80,000 This is an exempt position Annual performance bonus target: 10% Benefits Employee benefits (medical, dental, vision, life insurance, other) 401k with employer match Paid Time Off Free parking Location
103 Schelter Road, Lincolnshire IL (in-office) Company Description
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (Simplicity Group) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer partner with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
#J-18808-Ljbffr