Chief Executive Officer (CEO)
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 a financial services company. Exercise your abilities in leadership and creative direction. Client is Chicago-based financial 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