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Monotelo Advisors Inc · 4 weeks ago

Senior Personal Financial Planner

Elgin, IL

Full-time

Hybrid

Senior Level

5+ years exp

Monotelo Advisors Inc is seeking a Senior Personal Financial Planner to lead their financial planning function. The role involves delivering comprehensive client advisory services, managing planning staff, and driving strategic growth through wealth management and technology integration.

AdviceFinancial ServicesRetirementWealth Management

Responsibilities

Serve as lead planner for high-value clients, delivering full-spectrum financial plans including: Retirement and estate planning, Tax optimization and cash flow management, Education and insurance planning

Conduct quarterly and annual reviews, scenario modeling, and plan updates

Take client meetings both in-office and online to maintain strong relationships and service continuity

Take prospecting meetings with potential clients to assess fit and introduce planning services

Ensure timely delivery of client planning deliverables and follow-through on action items

Coordinate with tax and accounting teams for integrated execution

Supervise one junior planner and support staff involved in financial planning

Provide mentorship and training aligned with CFP Board standards

Ensure planning deliverables meet quality and compliance standards

Champion the use of AI tools to enhance planning workflows, improve client outcomes, and streamline data analysis

Support AI-driven planning initiatives and training for staff

Collaborate with leadership on long-range planning initiatives including: Staffing transitions and succession planning, Cloud migration and software integration, Development of planning tools and calculators

Participate in business development efforts and support top-tier client relationships

Ensure planning practices align with CFP Board ethics, fiduciary standards, and regulatory requirements

Monitor legislative changes and update planning strategies accordingly

Maintain a book of business with consistent monthly billable hours

Target 70–100 billable hours per month through planning engagements, implementation, onboarding, and specialized services

Contribute to firm revenue through planning engagement and strategic consulting

Support client retention and upsell opportunities

Qualification

CFP designationFinancial planning experiencePlanning software proficiencyTax optimization knowledgeClient relationship skillsTech-savvyCommunication skillsLeadership skillsAdaptability

Required

CFP designation required; CPA or EA a plus

Minimum 5 years of experience in financial planning or advisory services

Strong technical knowledge in retirement, estate, tax, and investment planning

Experience with planning software RightCapital, Blackrock, and interactive brokers

Excellent communication and client relationship skills

Comfortable with emerging technologies and excited to leverage AI tools to improve planning workflows and client service

Candidates should be personable, empathetic, and able to adapt their communication style to meet diverse client needs

Solid understanding of personal tax and planning is essential, including the ability to navigate complex tax situations and optimize strategies for individual clients

Candidates should demonstrate proficiency in identifying tax-saving opportunities and integrating tax considerations into holistic financial plans