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
The Senior Financial Planner will provide expert financial advice and guidance to clients, helping them develop comprehensive wealth management strategies to achieve their financial goals. This role requires a deep understanding of financial planning principles, investment strategies, and risk management, ensuring that clients receive personalized and holistic financial solutions.

Key Responsibilities

• Develop and implement customized financial plans for clients based on their unique goals and circumstances.
• Conduct thorough financial analyses and assessments to identify opportunities for growth and risk mitigation.
• Maintain relationships with clients, providing ongoing support and adjustments to their financial plans as necessary.
• Stay up-to-date with financial regulations and market trends to provide informed advice to clients.
• Collaborate with other professionals, such as accountants and estate planners, to deliver comprehensive wealth management solutions.
• Educate clients on various investment options, insurance products, and retirement strategies.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• Professional certifications such as CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), or similar.
• Experience in wealth management and financial planning, with a minimum of 5 years in a client-facing role.
• Licenses such as Series 65 and Series 66 are preferred.
• Strong knowledge of financial products, investment strategies, and risk management techniques.
• Excellent communication and interpersonal skills, with the ability to build strong client relationships.

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 : MB6-1971878 -- 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 12/12/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

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.  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. 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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