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Director, Strategic Financial Planning
Job in
Elgin, Kane County, Illinois, 60122, USA
Listed on 2026-03-08
Listing for:
Monotelo Advisors
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant -
Management
Job Description & How to Apply Below
A financial advisory firm in Elgin is seeking an experienced professional to lead their financial planning function. In this hybrid role, you will serve high-value clients, supervise planning staff, and champion the integration of technology and AI into workflows. The ideal candidate has a CFP designation, a minimum of 5 years of experience, and strong technical knowledge in various areas of financial planning.
This position offers an opportunity to grow within a supportive environment focused on client success and strategic development.
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