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Wealth Planner

Northbrook, Illinois

Job Description:

The Wealth Planner works closely with Financial Advisor(s) and/or Advisor Team(s) to provide comprehensive financial planning through strategic planning advice. He/she is focused on understanding clients needs and goals proactively identifying strategic planning and investment opportunities to better meet clients financial objectives. Drives the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for Financial Advisor(s) and Advisor Team(s) to share with clients. Fosters relationships with internal specialists to ensure alignment of client goals to plan and explore opportunities to further enhance client relationships. The successful candidate will have knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management. Requires a comprehensive understanding of the suite of solutions, platforms, and initiatives across the enterprise. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Wealth Planner works closely with Financial Advisor(s) and/or Advisor Team(s) to provide comprehensive financial planning through strategic planning advice. He/she is focused on understanding clients needs and goals proactively identifying strategic planning and investment opportunities to better meet clients financial objectives. Drives the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for Financial Advisor(s) and Advisor Team(s) to share with clients. Fosters relationships with internal specialists to ensure alignment of client goals to plan and explore opportunities to further enhance client relationships. The successful candidate will have knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management. Requires a comprehensive understanding of the suite of solutions, platforms, and initiatives across the enterprise. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22006990

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Arlene Rodriguez

Referral Bonus:

0

Street Address

Primary Location:
1033 SKOKIE BLVD, IL, Northbrook, 60062