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Financial Consultant Wealth Management Corporate Finance Financial Advisor

VP Financial Planning Director – AI-Powered Wealth Planning

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-03-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Corporate Finance, Financial Advisor
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm seeks a Financial Planning Director to enhance client engagement by partnering with Financial Advisors. The role requires a Bachelor's degree and CFP designation, along with 5+ years of experience in delivering financial strategies to high-net-worth clients. Responsibilities include creating financial plans, managing client interactions, and ensuring planning quality. The ideal candidate will demonstrate expertise in tax and estate strategies and collaborate closely with Financial Advisors to drive success.
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