Financial Planner

Job Description

Job Description

Position Title: Financial Planner

Reports to: SVP

Department: Simplicity Wealth: Protected Tomorrows

Location: Lincolnshire, IL (in-office, full-time)

Classification: Full Time/Exempt

Summary / Job Objective: Protected Tomorrows, a Simplicity Commitment, is adding to our financial planning team. We are seeking an individual who is a disciplined, methodical, highly motivated, tech-savvy learner, who consistently performs at a high level under variable workloads, and has a passion for making a positive impact on clients’ lives. The candidate will develop and implement financial plans to achieve clients’ long-term goals, such as retirement, savings, investing and estate planning. The candidate will assess clients’ financial situations, design personalized strategies, and provide ongoing support and guidance. At Protected Tomorrows, a Simplicity Group Commitment, we serve many families with special needs, and combine financial plans with our social service acumen to create holistic plans for our clients.

Essential Job Functions:

· Financial Assessment: Analyze clients’ financial situation, including income, expenses, assets, liabilities and goals

· Plan Development: Create comprehensive financial plans tailored to each client’s needs

· Client Communication and Education: Educate clients about financial concepts, products and risk, and communicate effectively about their financial plan and progress

· Investment Management: Assist clients with investment decisions and recommend appropriate investment strategies

· Retirement Planning: Help clients plan retirement, including saving strategies, determining retirement needs, and utilizing the appropriate retirement accounts.

· Tax Planning: Provide guidance on tax strategies such as minimizing tax liabilities and utilizing tax-advantaged accounts.

· Estate Planning: Assist clients with estate planning, including wills, trusts and other estate planning documents.

· Client Relationship Management: Build and maintain strong relationships with clients, provide ongoing support and guidance, and monitor their financial progress.

· Compliance: Ensure compliance with financial regulations and guidelines

· Staying Current: Keeping updated on financial products, regulations and best practices

· Developing New Business: Identify and attract new clients

Qualifications:

· Bachelor’s Degree

· Series 65, CFP, Insurance Licenses a benefit

· Technical Skills: High proficiency with CRM systems, planning software, Google, Microsoft Office

· Special Needs: Having experience in the special needs community is a benefit

Competencies:

· Process Orientation: methodically follow guidelines for accuracy

· Organized: Manage multiple tasks, deadlines and access resources efficiently

· Analytical Skills: Ability to analyze data, identify issues or concerns and make informed decisions

· Problem-Solving Skills: Identify and resolve issues that arise during a planning process

Compensation & Benefits:

Compensation (based on experiences and licenses)

• Base salary: $65,000 - $80,000
• This is an exempt position
• Annual performance bonus target: 10%

Benefits

· Employee benefits (medical, dental, vision, life insurance, other)

· 401k with employer match

· Paid Time Off

· Free parking

Location : 103 Schelter Road, Lincolnshire IL ( This role is an in-office position, M-F)

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.