What are the responsibilities and job description for the Certified Financial Planner position at Modern Capital Concepts?
Company Description Modern Capital Concepts, Inc. is a benefit corporation financial services firm dedicated to empowering clients—particularly working professionals, academics, and small business owners—to define and pursue their own vision of success. The firm focuses on helping clients establish positive financial behaviors, grow their wealth, and achieve life goals through an interdisciplinary approach that blends financial education and personalized counseling. Its investment management style emphasizes long-term growth, socially responsible investing, and environmental, social, governance (ESG) themes. Modern Capital Concepts is deeply committed to community impact, sponsoring clinics for low-income residents and donating a portion of profits to local organizations. The firm’s professionals are registered and can be reviewed on FINRA’s BrokerCheck.
Role Description This is a full-time Certified Financial Planner role in a hybrid work arrangement based in Chicago, IL, with some work-from-home flexibility. The Certified Financial Planner will collaborate with clients to develop comprehensive financial plans, including budgeting, cash flow analysis, retirement planning, investment strategies, and risk management. Daily responsibilities include meeting with clients, conducting financial assessments, analyzing portfolio performance, and recommending adjustments aligned with long-term, socially responsible investing and ESG-focused strategies. The role involves educating clients on financial concepts, preparing clear reports, maintaining accurate documentation, and ensuring compliance with regulatory requirements. The Certified Financial Planner will also support business development by nurturing client relationships, participating in community outreach initiatives, and contributing to the firm’s mission-driven programs.
Qualifications
- Strong financial planning skills, including Financial Planning and Personal Financial Planning, with the ability to create holistic, goal-based plans.
- Certified Financial Planner (CFP) designation and a solid foundation in Finance, with knowledge of investment strategies and risk management.
- Experience in Retirement Planning, including designing long-term savings and distribution strategies tailored to diverse client needs.
- Excellent client communication and counseling skills, with the ability to explain complex financial concepts in accessible language.
- Commitment to socially responsible investing and familiarity with ESG principles and long-term investment horizons.
- Ability to work effectively in a hybrid environment in Chicago, IL, demonstrating strong organization, time management, and self-direction.
- Bachelor’s degree in Finance, Economics, Business, or a related field; relevant licenses (e.g., FINRA registrations) as required.
- Ethical, detail-oriented, and motivated to contribute to community-focused initiatives and educational clinics.