CEO – Investment Services – NEW!

Chicago, IL


REF #945

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

●      Enjoys supervising staff

To Apply: Forward your resume, samples, and answers from this link to Lynn at Must be US-based. Refer to “CEO – Investment Services” in the header.