Certified Financial Planner
$100k/y
a day ago
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HybridPart-timeMid
Summary
The Mom Project is seeking a Certified Financial Planner to join their team in the Chicago area. This flexible part-time role involves building and leading a financial planning practice, focusing on creating personalized financial strategies for clients.
About the Role
As a Certified Financial Planner, you will develop and implement comprehensive financial planning strategies tailored to clients' life stages. Your responsibilities include creating actionable financial plans, serving as a trusted advisor, delivering educational presentations, and leading business development initiatives. The role starts part-time with a path to full-time, requiring in-office presence for collaboration and client meetings.
About You
Required:
- CFP® certification required.
- Previous experience in financial planning or wealth management.
- Exceptional interpersonal communication and public speaking skills.
- Ability to build deep, lasting client relationships.
- Entrepreneurial mindset with demonstrated ability to generate new business.
- Located in or near Chicago, IL, with ability to commute once weekly (twice when full-time).
Benefits
- Approx. $100,000 annual salary when transitioning to full-time.
- Health insurance.
- 401(k) participation.
- Eligibility for discretionary profit sharing.
- Paid time off.
- Support for continuing education, licensing, and professional development.
- Career path to expanded responsibility as the planning practice grows.
The Mom Project
Powering the future of work, one mom at a time. When moms win, we all win. At The Mom Project, we believe in the power of mom. Diverse. Talented. Committed. Moms are a force–a workforce. And their moment is now. We're creating a future of work that works for everyone. Smart companies know the truth: That moms take care of business and beyond. That no two careers look the same. That parenting skills sharpen business skills. We know that when mom thrives, families thrive, business thrives, society thrives...and things change for the better.
Chicago, IL