About this opportunity
Monotelo Advisors lists this Senior Personal Financial Planner opportunity in elgin, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Benefits:
n401(k)
n401(k) matching
nBonus based on performance
nFree food & snacks
nPaid time off
nProfit sharing
nTraining & development
nDirector of Financial Planning
nPrimary Objective
nTo 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 professional who is eager to grow and consistently pursue excellence in this leadership role.
nThis is a hybrid role, requiring at least three days per week working in the office to foster collaboration and maintain a high level of service for both clients and team members.
nClient-Facing Financial Planning
nServe as lead planner for high-value clients, delivering full-spectrum financial plans including:
nRetirement and estate planning
nTax optimization and cash flow management
nEducation and insurance planning
nConduct quarterly and annual reviews, scenario modeling, and plan updates.
nTake client meetings both in-office and online to maintain strong relationships and service continuity.
nTake prospecting meetings with potential clients to assess fit and introduce planning services.
nEnsure timely delivery of client planning deliverables and follow-through on action items.
nCoordinate with tax and accounting teams for integrated execution.
nTeam Leadership & Development
nSupervise one junior planner and support staff involved in financial planning.
nProvide mentorship and training aligned with CFP Board standards.
nEnsure planning deliverables meet quality and compliance standards.
nTechnology & AI Adoption
nChampion the use of AI tools to enhance planning workflows, improve client outcomes, and streamline data analysis.
nSupport AI-driven planning initiatives and training for staff.
nStrategic Planning & Growth
nCollaborate with leadership on long-range planning initiatives including:
nStaffing transitions and succession planning
nCloud migration and software integration
nDevelopment of planning tools and calculators(5)
nParticipate in business development efforts and support top-tier client relationships.
nCompliance & Oversight
nEnsure planning practices align with CFP Board ethics, fiduciary standards, and regulatory requirements(1).
nMonitor legislative changes and update planning strategies accordingly.
nPerformance Expectations
nMaintain a book of business with consistent monthly billable hours.
nTarget 70–100 billable hours per month through planning engagements, implementation, onboarding, and specialized services.
nContribute to firm revenue through planning engagement and strategic consulting.
nSupport client retention and upsell opportunities.
nQualifications
nCFP designation required; CPA or EA a plus.
nMinimum 5 years of experience in financial planning or advisory services.
nStrong technical knowledge in retirement, estate, tax, and investment planning.
nExperience with planning software RightCapital, Blackrock, and interactive brokers
nExcellent communication and client relationship skills.
nComfortable with emerging technologies and excited to leverage AI tools to improve planning workflows and client service.
nCandidates should be personable, empathetic, and able to adapt their communication style to meet diverse client needs.
nSolid understanding of personal tax and planning is essential, including the ability to navigate complex tax situations and optimize strategies for individual clients. Candidates should demonstrate proficiency in identifying tax-saving opportunities and integrating tax considerations into holistic financial plans.
nIdeal Candidate Profile
nStrategic thinker with a passion for helping clients achieve long-term financial goals.
nProactive and organized, with strong follow-through on client deliverables.
nCollaborative leader who enjoys mentoring and developing junior staff.
nCurious and tech-savvy, eager to explore new tools and approaches.
nConfident communicator who thrives in both in-person and virtual client settings.
ncandidates should be excited to learn and continuously seek new knowledge to stay ahead in the evolving financial landscape.
nOur Mission and Values
nAt Monotelo, our mission is to serve our clients with expert financial guidance and strategic insights to empower their growth and long-term success. We are driven by the belief that everyone deserves the opportunity to thrive.
nOur core values guide everything we do:
nPeople Matter: We prioritize the well-being and development of our team members and clients.
nResults Matter: We are committed to delivering high-quality results that drive success.
nContribute: We believe in giving back to our community and making a positive impact.
nDo the Right Thing: We uphold the highest standards of integrity and ethics in all our actions.
nDo What You Say: We value accountability and reliability, ensuring that we follow through on our commitments.
nFlexible work from home options available.
Worksite address
elgin, IL, 60122, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.