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Financial Consultant Corporate Finance

Senior Financial Planning Director – Mid America Wealth

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Corporate Finance
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years work experience
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