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Remote Manager of Financial Planning – 100% Remote

Parker and Lynch

This is a Full-time position in Chicago, IL posted June 10, 2021.

If you are interested in applying for this job opportunity, please email your resume in Word format to sarah.ayala@parkerlynch.com and put “Manager of Financial Planning” in the subject line.
Emailed resumes will have priority consideration over online applications.
Our client, a prestigious investment firm, is looking for a Manager of Financial Planning!

The ideal candidate will have CFP and 3+ years creating financial plans for high-net worth individuals.

 
Competitive Salary 100% Remote Up to 50% Bonus
 

Manager of Financial Planning Responsibilities:
Working with high net worth individuals on their financial plans Constant contact with clients to assist them in the planning Act as the product manager for planning tools
 

Requirements:
CFP required 3+ years of experience creating financial plans for high net worth individuals required Strong communication and presentation skills
 

For immediate consideration, please email your resume in Word format to Sarah.Ayala@ParkerLynch.com with “Manager of Financial Planning” in the subject heading
Equal Opportunity Employer Minorities/Women/Veterans/Disabled