Senior Personal Financial Planner
Monotelo Advisors · South Elgin, IL
$100k – $130k/yrPosted 15d agoAccounting & Finance
Position summary
Benefits: 401(k) 401(k) matching Bonus based on performance Free food & snacks Paid time off Profit sharing Training & development Director of Financial Planning Primary Objective To lead the firm’s financial planning function by delivering comprehensive client advisory services, managing planning staff and workflows, and driving strategic growth through wealth management, exit planning, and planning technology integration. We seek a motivated, curious, humble, smart, and hungry-to-learn profes…
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