Financial Planner

Profile

Financial Planner

The candidate will take care of our clients, putting their needs and interests first. Compile and review client data used in preparation of comprehensive financial plans. Prepare retirement projections and comprehensive financial plans, make recommendations to the Wealth Management Team. Identify and handle client service needs and make recommendations on solutions to issues. Develop client relationships, including ongoing and regular client contact and communications. Participate in meetings with prospects and clients. Prepare and review investment portfolio recommendations for prospects and clients. Review and approve client trades. Conduct investment asset class research. Support Wealth Management Team. Should have 1-3 years of experience, Bachelor’s degree in Financial Planning, Finance, Accounting, or Business Administration and a CFP® designation; CPA, MBA or JD a plus. Must have advanced knowledge of tax, investments and estate planning Knowledge of planning software such as Money Guide Pro, Morningstar is required.

Company info

Balasa Dinverno Foltz LLC
500 Park Boulevard Suite 1400
Itasca
Illinois
United States 60143
Website : https://www.bdfllc.com