What are the responsibilities and job description for the Certified Financial Planner position at The Mom Project?
Financial Planner – Full-time
Location: Chicago area (Remote with required in-office presence)
Employment W-2 employee
About Us
We are a boutique investment management firm specializing in personalized investment strategies and wealth management solutions. With a longstanding commitment to exceptional client service, we are expanding our capabilities into comprehensive financial planning.
Position Overview
We are seeking an experienced and empathetic Certified Financial Planner™ (CFP®) to build and lead our financial planning practice. This role is a unique opportunity to design a jaw-dropping client experience across the full financial life cycle—from graduation to retirement, and through life events such as career transitions, marriage, parenting, divorce, and the loss of a spouse or parent. This hybrid structure offers meaningful flexibility while ensuring consistent, high-quality client experience and integration with the investment management team.
Responsibilities
This position is particularly well-suited for planners seeking meaningful, flexible work—including working mothers and those returning to the workforce. You will have the opportunity to build a new planning practice, influence the firm’s direction, collaborate closely with investment professionals, and make a lasting impact on families’ financial lives.
Location: Chicago area (Remote with required in-office presence)
Employment W-2 employee
About Us
We are a boutique investment management firm specializing in personalized investment strategies and wealth management solutions. With a longstanding commitment to exceptional client service, we are expanding our capabilities into comprehensive financial planning.
Position Overview
We are seeking an experienced and empathetic Certified Financial Planner™ (CFP®) to build and lead our financial planning practice. This role is a unique opportunity to design a jaw-dropping client experience across the full financial life cycle—from graduation to retirement, and through life events such as career transitions, marriage, parenting, divorce, and the loss of a spouse or parent. This hybrid structure offers meaningful flexibility while ensuring consistent, high-quality client experience and integration with the investment management team.
Responsibilities
- Develop and implement a comprehensive financial planning and client experience strategy tailored to key life stages and major events.
- Create personalized and actionable financial plans, delivering ongoing guidance and annual check-ins.
- Serve as the primary advisor and trusted partner for clients navigating significant financial decisions.
- Deliver engaging educational presentations to groups of prospective clients.
- Lead business development initiatives that expand our planning client base and promote the firm’s capabilities.
- Mentor and support internal team members pursuing their CFP® designation.
- Maintain a consistent in-office presence at least one day per week (two days when full-time) to collaborate with the team and participate in on-site client engagements.
- CFP® certification required.
- Previous experience in financial planning or wealth management.
- Exceptional interpersonal communication and public speaking skills.
- Ability to build deep, lasting client relationships.
- Entrepreneurial mindset with demonstrated ability to generate new business.
- Located in or near Chicago, IL, with ability to commute once weekly (twice when full-time).
- Approx. $125,000 annual salary
- Health insurance
- 401(k) participation
- Eligibility for discretionary profit sharing
- Paid time off
- Support for continuing education, licensing, and professional development
- Career path to expanded responsibility as the planning practice grows
This position is particularly well-suited for planners seeking meaningful, flexible work—including working mothers and those returning to the workforce. You will have the opportunity to build a new planning practice, influence the firm’s direction, collaborate closely with investment professionals, and make a lasting impact on families’ financial lives.
Salary : $125,000