Financial Planner Salary at Aspire Planning Group Llc BETA

Company Description ProsperiFi is a financial planning firm focused on implementing Intelligent Financial Insights™ to enhance the lives of our clients and help our clients pursue their goals. We collaborate with trusted advisors to deliver objective advice and personalized strategies, setting the standard for excellence and craftsmanship in the industry. Our goal is to help individuals organize their resources and build bridges to their ideal future while staying committed to hard work and diligence. Role Description This is a hybrid role for a Financial Planning Specialist at ProsperiFi located in Chicago, IL. We offer flexible work schedules to support employees in balancing their professional and personal commitments. The specialist will be responsible for financial planning, utilizing analytical skills, managing finance and accounting tasks, and preparing financial reports. The role allows for work from home flexibility. Qualifications Financial Planning and Analytical Skills Fina

Overview: The Associate Financial Consultant position is a transitional role with progression into the Financial Advisor role. The Associate Financial Consultant is responsible for development of new business in the investment advisory and brokerage product areas. The Associate Financial Consultant may also be responsible for management of existing business in the local markets. Under the mentorship of a Financial Advisor the AFC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. Key Responsibilities Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. Responsible for partnering with assigned Financial Advisor Mentor to develop and implement sales techniques resulting in growth in assets under management a

Onsite A growing financial and retirement planning firm in Oakbrook Terrace, Illinois is seeking a Certified Financial Planner to support their lead advisors in delivering exceptional client service. This role involves attending client meetings, handling follow-up tasks, and managing various client service needs. The ideal candidate is a proactive team player who is comfortable interacting with clients and has a strong work ethic. If you value character, hard work, and are dedicated to providing exceptional client service, their team is interested in hearing from you! Salary Range: $90,000 - $110,000 / year DOE Certified Financial Planner Responsibilities: Open new advising accounts and manage and maintain existing accounts Manage a book of business Review financial plans and make recommendations Work with clients during meetings to ensure their needs are met Support senior advisors to ensure client satisfaction and retention Create follow-up emails and take notes during meetings Prep

🌟 Exciting Opportunity! 🌟 We're thrilled to announce an opening for a Service Advisor at DBHW Wealth Partners! If you have a passion for retaining and growing client relationships while preparing financial plans and analyzing accounts, this role is for you. About Us DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence. Job Summary: The Service Advisor will be responsible for a wide ran

Does this describe you? ✔ Super nerd for all things finance ✔ You know what “CFP®” means (and have probably researched the pass/fail rate) ✔ You’ve watched a video on excel formulas until the bitter end ✔ Teamwork makes dreams work ✔ Growth mindset ✔ Your friends and family are tired of you asking if they started their Roth IRA yet ✔ Following-through is never just an *option ✔ 12 different financial planning software solutions? That's it?! ✔ The last big purchase you made included hours of research – even if it was just a vacuum ✔ If you had the choice, you'd always round to 10 decimals ✔ "Holistic" planning isn't just portfolio management If the answer is yes, then you are exactly what we're looking for! More details about the position: Vantage Point Financial is looking to add a key employee to our Team. We are seeking a Paraplanner / Financial Planner who is ready to help an already thriving company continue to grow. We are looking for hard-working, success/detail-oriented employee

Job Title: Service Advisor Location: Chicago/Oak Brook About Us: Join our growing financial planning practice, where we are dedicated to providing high-quality service and personalized financial solutions to our clients. We are seeking a passionate and experienced Service Advisor to join our team and help us continue to grow and excel. Key Responsibilities: Client Management: Oversee a fully loaded client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management. Technical Skills: Analyze data, design financial plans, and present them effectively to a certain level client base. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance your knowledge and skills. Business Development: Develop referrals from your existing clients to expand our client base. Client Segmentation: Manage a book of clients, providing tailored financial advice and solutions. Qualifications:

Job Description Job Description For the right person, this is the perfect job! Great pay, health insurance, retirement plan and most importantly, the opportunity to work with a really great team of people, serving a select group of clients we all love. Step into an instrumental role supporting lead financial advisors in preparation of client meetings. You will be providing in-depth analyst for clients as you prepare their financial data using innovative planning tools to drive goals-based financial planning solutions. This role leads into a licensed financial advisor and CFP designation if so desired. This role provides client relationship support through managing, gathering, and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates and tracks projects. But most importantly, we are looking for someone with a great att

About the Company: Falcon Wealth Planning is a company that values the fiduciary duty to always put clients’ interests first, fostering trust and long-term relationships. They offer professional growth opportunities and have a collaborative team culture. About the Role: The Relationship Manager will play a critical role in supporting Falcon Wealth Planning's client relationships and assisting clients with assets ranging from $250,000 to $500,000. This position requires a proactive, client-focused individual who can manage and enhance client experiences, provide exceptional customer service, and support financial planning efforts. The ideal candidate will have a deep understanding of wealth management and a passion for helping clients navigate their financial journeys with integrity and care. Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients, acting as the primary point of contact for inquiries, updates, and service requests. Regularl