Senior Financial Planner

Senior Financial Planner

Company Overview

We are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exception service. We greatly value a healthy work-life balance and welcome candidates wanting to further expand their career. 


Position Overview
We are seeking a highly skilled Senior Financial Planner to join our dynamic team. The ideal candidate will possess in-depth knowledge of financial planning principles and strategies, along with a strong commitment to helping clients achieve their financial goals. This position is essential in providing comprehensive financial advice, developing tailored financial plans, and ensuring clients are well-informed about their financial options.

Key Responsibilities

• Develop and implement comprehensive financial plans for clients based on their unique financial situations and goals.
• Conduct thorough assessments of clients' financial health including investments, taxes, insurance, and estate planning.
• Provide ongoing advice and support to clients, adjusting financial plans as necessary to respond to changes in the clients' lives or financial markets.
• Collaborate with internal teams to deliver integrated financial solutions that meet client needs.
• Stay updated on market trends, regulatory changes, and financial planning best practices to provide informed recommendations to clients.
• Build and maintain strong relationships with high net worth clients, ensuring a high level of client satisfaction and retention.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Certified Financial Planner (CFP) designation is ideal.
• Strong analytical skills with proficiency in Excel and financial modeling.
• Excellent communication and interpersonal skills to effectively interact with clients and team members.
• Preferred: Chartered Financial Analyst (CFA) designation and/or relevant FINRA licenses (Series 7, 63, 24, 65, 66).
• Experience in investment management and working with high net worth individuals is a plus.

Benefits

• Medical
• Dental
• Vision
• 401k w/ match
• PTO

Email Your Resume In Word To
Matt.Bailey@CyberCoders.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MB6-1978390 -- in the email subject line for your application to be considered.
Matt Bailey - Director of Client Development

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

This job was first posted by CyberCoders on 02/19/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

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