Financial Investments Corporation (FIC) is a well-established, multi-generational family office in Chicago. FIC is looking to add an experienced Financial Planner to the client service team. The individual hired into this newly-created position will work on all aspects of financial management, associated implications of private equity deal transactions, and related cash management activities for G1, G2, and G3 members of three family lines (currently serving 25 separate family units and growing). Individual should have strong communication and problem-solving skills, as well as detail orientation to manage financial reporting, accounting, and tax functions.
•BA/BS in Accounting or Finance preferred
•CFP® preferred or demonstrated progress toward acquiring the CFP®
•Minimum of 5 years of direct financial planning experience. It is preferred the candidate has experience running client meetings independently.
•Proficient computer skills, including well-versed in the use of Microsoft Excel
•Strong written and verbal communication skills, including effective presentation capabilities
•Attention to detail
•Ability to multi-task
•Excellent organizational skills
•Sense of professionalism
•Adheres to the utmost level of confidentiality
About Financial Investments Corporation
Financial Investments Corporation (FIC) is a well-established, multi-generational family office in Chicago.