What are the responsibilities and job description for the Certified Financial Planner position at Modern Capital Concepts?
Modern Capital Concepts, Inc. is a benefit corporation financial services firm dedicated to empowering women to achieve their financial goals through education and personalized counseling. We adopt an interdisciplinary approach to foster positive financial behaviors, build wealth, and support long-term investment strategies with a focus on socially responsible investing and environmental, social, and governance (ESG) themes. Located in Chicago, IL, we are committed to giving back to our community by sponsoring financial education clinics and donating a portion of profits to local organizations. Our clients, primarily working professionals, academics, and small business owners, trust us to help guide their financial journeys with integrity and expertise.
This is a full-time hybrid role for a Certified Financial Planner, based in Chicago, IL, with the flexibility for some remote work. The Certified Financial Planner will collaborate with clients to develop and implement comprehensive financial plans tailored to their unique goals and needs. Key responsibilities include personal financial planning, retirement planning, investment analysis, and ensuring compliance with the firm’s core values and regulatory standards. The role also involves fostering relationships with clients, staying informed about market and legislative changes, and supporting the firm’s mission of empowering communities through financial literacy.
- Expertise in Financial Planning, including retirement and personal financial planning
- Certified Financial Planner (CFP) designation required
- Strong background in Finance and experience in advising on investment strategies
- Commitment to socially responsible investing and knowledge of ESG-focused investment strategies
- Exceptional communication and interpersonal skills to build long-term client relationships
- Proficiency in financial planning tools and platforms, with the ability to work with diverse clients
- Bachelor’s degree in Finance, Economics, or a related field is preferred
- Understanding of regulatory requirements and adherence to industry standards