Are you an ambitious, organized CFP (Certified Financial Planner) interested in supervising financial planners? Have 3+ years’ supervisory experience? Interested in running your own business, managing a team of financial planners?
Become a CEO (chief executive officer) for an investment services company. Exercise your abilities in leadership and creative direction. Client is Chicago-based investment services firm with high growth expectations. Customers are individuals and institutional investors.
Work full-time, in person, or virtually. Must have clear vision in teamwork settings and ability to direct group efforts. Competitive base salary & bonus based on profitability.
● Must have 3+ years’ experience as a CFP
● Prior supervisory experience with a team of at least 3 fee-only financial planners
● Leadership mindset; ability to take charge in a group setting
● Enjoys hiring and building a corporate community