PowerToFly
Senior Financial Planning Director – Mid America Wealth
PowerToFly, Chicago, Illinois, United States, 60290
A financial services firm is seeking a Financial Planning Director in Chicago, IL. This pivotal role partners with Financial Advisors to enhance client engagement through comprehensive financial planning for high-net-worth clients. Responsibilities include delivering strategic financial guidance, leading planning conversations, and contributing to firm-wide initiatives. Candidates must hold a Bachelor's degree and CFP® certification along with a minimum of 5 years of relevant experience in wealth strategies. Hybrid work options may be available.
#J-18808-Ljbffr