Financial Planner

Company Description

CIBC Private Wealth US is now part of CIBC US. We look forward to connecting with you there for all your private wealth management needs. Our services focus on delivering personalized financial strategies and solutions to help clients achieve their goals. We aim to build lasting relationships and provide high-quality, tailored financial advice.

Role Description

This is a full-time hybrid role for a Financial Planner based in Chicago, IL, with some work-from-home flexibility. The Financial Planner will be responsible for developing comprehensive financial plans for clients, including personal financial planning, retirement planning, and investment advice. The role includes conducting financial assessments, creating tailored financial strategies, and continuously monitoring clients' financial health to ensure they meet their financial goals.

Qualifications

1. Proficiency in Financial Planning and Personal Financial Planning
2. 15+ years of industry experience
3. Certified Financial Planner designation is preferred
4. Strong background in Finance and Retirement Planning
5. Excellent analytical and problem-solving skills
6. Ability to build and maintain client relationships
7. Effective communication and interpersonal skills
8. Bachelor's degree in Finance, Economics, or related field
9. Experience with financial planning software and tools is a plus

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales