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Financial Advisor / Consultant

Director, Strategic Financial Planning & Growth

Job in Elgin, Kane County, Illinois, 60122, USA
Listing for: Monotelo Advisors
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below
A financial advisory firm in Elgin is seeking an experienced professional to lead their financial planning function. In this hybrid role, you will serve high-value clients, supervise planning staff, and champion the integration of technology and AI into workflows. The ideal candidate has a CFP designation, a minimum of 5 years of experience, and strong technical knowledge in various areas of financial planning.

This position offers an opportunity to grow within a supportive environment focused on client success and strategic development.
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