Financial Planner
Financial Planner
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$ 135000 - 150000
1 Vacancy
Job Description
About Jefferies
Jefferies the global investment banking firm focused on serving clients for over 50 years is a leader in providing insight expertise and to investors companies and governments. The firm provides a full range of investment banking sales trading research and strategy across the spectrum of equities fixed income foreign exchange and also select asset and wealth management strategies in the Americas Europe and Asia. Jefferies Group LLC is a whollyowned subsidiary of Jefferies Financial Group (NYSE Listed JEF) a diversified holding company.
Position: Financial Planner (InOffice Role Chicago Office)
We are looking for a highly qualified candidate for a Financial Planner position who is a selfstarter with strong presentation organizational and analytical skills. The Financial Planner will support advisory teams in Chicago as well as nationwide alongside New York based Managing Director on all Financial & Estate planning functions.
Primary Responsibilities:
- Planning Resource
- Act as resource for distribution of financial planning concepts issues and updates to advisory teams.
- Experience with planning for UHNW clientele with a focus on founders and executives.
- Oversee other Financial Planning training programs and initiatives as needed.
- Financial planning tools
- Primary responsibility for collection of client financial information and entry into Jefferies financial planning system.
- Ensuring that data in planning system is valid and uptodate.
- Report generation and formatting.
- Train advisory team members on usage of and best practices for eMoney.
- Maintenance of connections to custodial firms.
- Platform
- Expected to be key member of team driving the growth of financial planning platform for Chicagobased advisory teams.
Required Background:
The successful candidate will demonstrate:
- Strong interest in financial planning
- Familiarity with financial planning concepts (estates & trusts insurance stock options taxes cash flow planning)
- Experience with financial planning software; prior experience with eMoney preferred.
- Proficiency with Microsoft Office Power Point Excel etc.
- Basic knowledge of investments and financial markets
- Strong analytical and technical abilities.
- Strong communication and followup skills
Experience/ Skills:
- 4year college degree
- 3 to 5years industry experience
- SIE Securities Industry Essentials ExaminationAND
- Series 7 General Securities Representative ExamAND
- Series 63 Uniform Securities Agent State Law ExamAND
- Series 65 Uniform Investment AdvisorOR
- Series 66 Uniform Combined State Law/ Investment
- CFP CPA or similar certification.
Primary Location Full Time Salary Range of $135000 $150000.
Employment Type
Full-Time
