Simplicity Group
Position Title
Position Title:
Financial Planner
Reports to Reports to:
SVP
Department Department:
Simplicity Wealth: Protected Tomorrows
Location Location:
Lincolnshire, IL (in-office, full-time)
Classification 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 a disciplined, methodical, highly motivated, tech‑savvy learner, who consistently performs at a high level under variable workloads, and has 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 Orientation: 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
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 (This role is an in‑office position, M‑F)
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Financial Planner
Reports to Reports to:
SVP
Department Department:
Simplicity Wealth: Protected Tomorrows
Location Location:
Lincolnshire, IL (in-office, full-time)
Classification 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 a disciplined, methodical, highly motivated, tech‑savvy learner, who consistently performs at a high level under variable workloads, and has 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 Orientation: 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
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 (This role is an in‑office position, M‑F)
#J-18808-Ljbffr