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Job description
RK Partners in the Chicago area seeks a Senior Financial Planner to lead comprehensive planning and analysis for client relationships. You will drive planning across risk management, tax, wealth, and estate planning, and guide complex scenarios such as Roth conversions and equity compensation.
You will own the investment operations and portfolio oversight, collaborate with the founder, and contribute to growth and potential ownership opportunities in a high-growth practice.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.