AVP, Special Needs Financial Planning
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Manager, Banking & Finance
Simplicity Group Holdings seeks an AVP, Financial Planning in Lincolnshire, IL. The role leads a team delivering tailored financial plans for families with special needs, coordinating with attorneys and other professionals to ensure compliant, holistic strategies.
The ideal candidate will have 7+ years in financial planning and at least 3 years in people management, with a preference for CFP/ChFC credentials. This is an in-office position offering strong compensation and benefits.
This is an excellent opening to take on the AVP, Special Needs Financial Planning role at Simplicity Group Holdings.
This opportunity is part of our work in Finance.
The advertised compensation is 175..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the AVP, Special Needs Financial Planning role in the description above.
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