Certified Financial Planner jobs in United States
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The Mom Project · 1 week ago

Certified Financial Planner

positionChicago, IL
timeContract
remoteHybrid
senioritySenior Level
money$50/hr - $50/hr

The Mom Project is a boutique investment management firm specializing in personalized investment strategies and wealth management solutions. They are seeking an experienced Certified Financial Planner™ to build and lead their financial planning practice, delivering personalized financial plans and guiding clients through significant financial decisions.

Career PlanningCommunitiesHuman ResourcesMarketplaceRecruitingWomen's

Responsibilities

Develop and implement a comprehensive financial planning and client experience strategy tailored to key life stages and major events
Create personalized and actionable financial plans, delivering ongoing guidance and annual check-ins
Serve as the primary advisor and trusted partner for clients navigating significant financial decisions
Deliver engaging educational presentations to groups of prospective clients
Lead business development initiatives that expand our planning client base and promote the firm’s capabilities
Mentor and support internal team members pursuing their CFP® designation
Maintain a consistent in-office presence at least one day per week (two days when full-time) to collaborate with the team and participate in on-site client engagements

Qualification

CFP certificationFinancial planning experienceWealth management experiencePublic speakingClient relationship buildingEntrepreneurial mindsetInterpersonal communication

Required

CFP® certification required
Previous experience in financial planning or wealth management
Exceptional interpersonal communication and public speaking skills
Ability to build deep, lasting client relationships
Entrepreneurial mindset with demonstrated ability to generate new business
Located in or near Chicago, IL, with ability to commute once weekly (twice when full-time)

Benefits

Health insurance
401(k) participation
Eligibility for discretionary profit sharing
Paid time off
Support for continuing education, licensing, and professional development

Company

The Mom Project

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The Mom Project is a digital talent marketplace helping women remain active in the workforce.
dateFounded in 2016
location
Chicago, Illinois, USA
people-size51-200 employees
web-link
http://www.themomproject.com

Funding

Current Stage
Growth Stage
Total Funding
$115.6M
Key Investors
Leeds Illuminate7GC & CoAtlanta Seed Company
2021-10-06Series C· $80M
2020-07-01Series B· $25M
2018-12-17Series A· $8M

Leadership Team

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Allison Robinson
Founder
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Recent News

LinkedIn
The Mom Project on LinkedIn: #themomproject #innovatehiring #futureofwork | 10 comments
2024-05-20
LinkedIn
The Mom Project on LinkedIn: #dynamicworkforce #hiring #themomproject #empowermentatwork
2024-05-20
LinkedIn
How to take care of your mental health this #mentalhealthmonth | The Mom Project posted on the topic
2024-05-20
Company data provided by crunchbase