Financial Planning Associate

Established in 1991, Moller Wealth Partners is a fee-only financial planning and investment management firm located on Chicago's North Shore. We are looking to hire a Financial Planning Associate to add to our growing team.

• Bachelor’s degree and 3+ years professional work experience required.

• CFP® certification or certification in progress recommended.

• Additional licenses, certifications, and professional designations helpful.

As the ideal candidate you will have a professional, personable, and warm demeanor, will enjoy working with numbers and data, be detail-oriented and thorough, and have good time management skills. Strong mathematical, problem-solving, and written/oral communication skills are a must.

As a member of our team, your ideas and feedback will be encouraged and this position will provide you with opportunities for growth within a well-established, independent financial planning firm.

RESPONSIBILITES:

• Prepare comprehensive financial plans for prospective clients, which include retirement and education planning, estate planning, tax planning and insurance planning.

• Prepare and review quarterly reports for existing clients.

• Rebalance client portfolios and provide specific trade recommendations.

• Research and respond to requests for assistance related to financial planning issues (investments, tax laws, etc.).

• Provide support for Financial Planners and their clients/prospects as needed.

• Direct client responsibility based on experience and performance.

If you desire to join a fee-only financial planning team and have a passion for helping clients reach their financial goals, please provide your resume along with a cover letter stating why you feel financial planning is vital to long-term financial success.