AVP, Financial Planner, Wealth Management

Career Opportunities with Simplicity Group

Education. Value. Partnership.

Careers At Simplicity Group

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Simplicity Group Holdings

Why work at this company?

Anchored to the principles of Education, Value, and Partnership, Simplicity is transforming financial services and is seeking top talent to help grow the business.

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries.

Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

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Position: AVP, Financial Planning
Reports to: Sr. Vice President
Department: Securities / Protected Tomorrows
Location: 103 Schelter Road, Lincolnshire, IL; in-office
Classification: Full-time / Nonexempt

The AVP, Financial Planning is responsible for leading and developing a team of Financial Planners who serve families and individuals with special needs and disabilities. This role combines people leadership, financial planning expertise, relationship management, and operational oversight to ensure clients and their families receive exceptional, coordinated, and highly personalized support. The AVP serves as a key leader in connecting the organization’s mission, financial planning capabilities, and client experience.

This individual is a player / coach and will provide direction to Financial Planning Team, establishes consistent service standards, supports complex client situations, and ensures collaboration across teams and professional partners..

• Develop comprehensive financial plans tailored to families with special needs family members
• Assess clients’ financial goals, income, assets, liabilities, and long-term care needs
• Provide guidance on investments, retirement planning, insurance, estate planning, and tax strategies
• Assist families in planning for government benefits and special needs trusts
• Assist families in coordination and maximization of social security programs for the entire family
• Understand the complexities of “retiring for three”
• Build and coordinate the Future Care plan with future funding needs
• Monitor and update financial plans based on changes in clients’ lives and financial situations
• Build and maintain strong client relationships through ongoing communication and support
• Collaborate with attorneys, accountants, and care professionals to coordinate holistic planning strategies
• Ensure compliance with financial regulations, company policies, and ethical standards
• Educate clients on financial planning concepts and strategies to support informed decision-making Lead, coach, and develop Relationship Managers and…