Senior Wealth/Estate Planner-Chicago, IL
Location: US, IL, Chicago
Company profile: About The Symicor Group:Bankers Recruiting Bankers - The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago. Our nationally unique value proposition centers around providing the very best available banking talent to our valued clients...from a banker's perspective. In fact, most of our recruiters are former bankers themselves! We know banking and how to evaluate the very best banking talent available in the market. Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. View all jobs at this company |  View company website
Description: Senior Wealth/Estate Planner – Chicago, ILWho We AreBankers Recruiting Bankers – The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago.  Our nationally unique value proposition is rooted in the fact that our recruiters are former bankers! We know banking and how to evaluate the very best banking talent available in the market.  Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The PositionOur client is seeking a Senior Wealth/Estate Planner to be based within 2 hours Chicago, IL.  The successful candidate will be joining a team of seasoned investment professionals managing investment advisory services, utilizing state-of-the-art software and planning tools. You will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals servicing the bank’s clients.The position includes a generous base salary, full benefits and is bonus eligible.Senior Wealth Planner responsibilities include:Serving as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for current and prospective clients.Assisting in bringing on new clients and cultivating existing client relationships.Meeting with clients and prospects on a continual basis.Networking within the community to identify and attract high net worth clients.Developing focused strategies to create and build relationships with centers of influence.Staying current in planning strategies published in professional journals.Maintaining all continuing education for licenses and certifications relevant to the position.Coordinating strategies with team members.Expanding existing client relationships, improving client satisfaction, strengthening client commitment, ensuring client retention and growing revenues.Who Are You?You’re someone who wants to influence your own development. You’re looking for anopportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience:Bachelor’s Degree in Business, Finance or Economics preferred.JD degree and/or Certified Financial Planner (CFP) preferred.Five to seven years in estate or financial planning, preferably in wealth management.CPA or LL.M. designation highly desirable.Series 7 and 66 Licenses preferred.Knowledge of investment management strategy, process and products, trust solutions, and general products.Demonstrate high level of expertise in sales, networking, negotiation, and relationship building.Possess proficient interpersonal communication, writing and group presentation skills.
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