Financial Planning Strategist

What you’ll be doing

As a Financial Planning Strategist, you will support and work closely with Relationship Managers, Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, and provide client support to the Wealth Strategies team.

• Perform financial planning analyses—including reviewing financial statements and other data, gathering additional data as necessary, entering data, and evaluating alternative scenarios to address client requests and identify further planning considerations.
• Adapt computer‑generated output to polished brand format, and review the plan with the RM to confirm it meets expectations.
• Deliver the financial plan to clients, discuss potential planning options based on results, and perform live alternative planning scenarios as appropriate.
• Efficiently triage, prioritise, and manage multiple requests with minimal guidance and supervision.
• Assist in developing additional financial planning models and offerings.
• Promote the financial planning offering across the firm.

• Financial Planning
  
  Experience:
  
  You have experience developing and presenting financial plans to clients and colleagues.
• Technically proficient:
  You possess excellent technology skills with demonstrated proficiency in eMoney (or similar financial planning tools), Microsoft Word, Excel, PowerPoint, Outlook and Adobe.
• Certification:
  You are a certified professional holding a CFP, CTFA, CPA or similar designation.
• Strong communicator:
  You possess excellent verbal and written communication skills and have experience effectively communicating financial planning strategies to HNW/UHNW clients.
• Ownership mindset:
  You thrive when empowered to take initiative, go above and beyond, and deliver results.
• Detail oriented:
  You notice details others may miss, and use critical‑thinking skills to inform decision making.
• Organised:
  You possess exceptional organisational skills, with the ability to multi‑task, problem‑solve and meet deadlines.
• Values alignment:
  You bring your real self to work and live our values—trust, teamwork, and accountability.
• Learner:
  You love to learn, are passionate about growing your knowledge, and have a strong sense of curiosity.

Expected salary range: $110,000–$130,000 for the Chicago, IL market, with potential participation in an incentive compensation plan that may include a discretionary bonus component. Benefits include Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability and other insurance plans;
Paid Time Off (Sick Leave, Parental Leave, Vacation);
Holidays; and a 401(k) plan.

Chicago, IL – 181 W Madison, Floor
36. Regular, full‑time employment, 40 hours per week.

We are committed to an inclusive environment and provide an accessible candidate experience. Accommodations are available upon request. Legal eligibility to work is required.