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Financial Planner (CFP or CFP Certificant)

Company: Alera Group
Location: Palatine
Posted on: January 15, 2022

Job Description:

GCG Financial, LLC, an Alera Group Company, is searching for a Dynamic and Enthusiastic Financial Planner to join their Wealth Management team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? If that is what you-- - -re looking for, this is your chance to be part of an amazing organization! Since 1975, GCG Financial, LLC, has been a trusted partner for our clients. Our mission is to enhance the financial security of the businesses and families we serve, through exceptional employee benefits, risk management and wealth management solutions. We believe in empowering people -- - - our clients, our team, and the individuals in the communities where we live and work. Our team has a deep commitment to the long-term success of our clients. With an emphasis on collaboration and teamwork, we create unique solutions that fit the distinct needs of our clients. GCG is passionate about doing what is right for every client, driven by the highest standards of professionalism, ethics, integrity, character, fairness, trust, and confidence. As a Financial Planner, your primary responsibility will be to assist GCG advisors and their clients with comprehensive wealth planning strategies and advice across a range of financial planning needs. Responsibilities

  • Assist with the creation of actionable financial recommendations for clients and prospects
  • Research various financial planning questions
  • Become proficient utilizing the firm-- - -s financial planning software tool, eMoney, to review and analyze client financial goals and objectives with respect to all aspects of financial and estate planning
  • Utilize firm-- - -s proprietary CRM system to track revenue growth attributable to financial planning activities
  • Assist clients with aggregation of their financial accounts
  • Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information
  • Work closely with team members to achieve and support the company-- - -s vision, mission, and strategy Qualifications
    • Bachelor-- - -s degree or higher
    • CFP-- - or CFP Certificant preferred
    • Series 7, preferred but not required
    • Client facing financial planning experience requiredCore knowledge of the financial industry, financial products, and financial planning conceptsExperience in executing and integrating the key elements of the wealth planning process including cash flow analysis, investment strategies, retirement planning, income protection, asset protection, and tax strategies Experience guiding and encouraging implementation of financial plans into appropriate solutions
    • Strong organizational skills, multitasking, accuracy, and meticulous adherence to details
    • Ability to perform research and compile reports through forecasting and data analysis
    • Strong working knowledge of Microsoft Outlook, Word, Excel and PowerPoint
    • Professional and courteous demeanor with a team-player mind-set Equal Opportunity Employment We-- - -re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you-- - -re a California resident, please read the California Consumer Privacy Act prior to applying. #pandoIQPandoLogic. Keywords: Certified Financial Planner (CFP), Location: Palatine, IL - 60074

Keywords: Alera Group, Naperville , Financial Planner (CFP or CFP Certificant), Accounting, Auditing , Palatine, Illinois

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