Senior Financial Planner — Lombard

Job overview

The Senior Financial Planner role is onsite in Lombard, IL, with office work Tuesday through Thursday and core hours of 7:30 a.m.–3:30 p.m. Compensation is $130,000–$165,000 per year. The planner supports an established, growing wealth management practice and its client relationships. The role leads comprehensive planning and analytical work, connecting investment operations with client plans. It helps deliver accurate, implementable recommendations for complex client situations and contributes to the firm’s growth, with a potential path to an ownership role over time.

What you'll do

• Lead financial planning across risk management, tax, wealth, and estate planning
• analyze complex planning scenarios and client portfolios
• oversee portfolio administration, rebalancing, money movement, and investment operations
• strengthen portfolio strategies
• review client findings and documents
• build plans and deliverables in eMoney
• coordinate the team from discovery through implementation
• engage clients as needed.

What we're looking for

Skills & competencies

senior financial planner

rk partners

lombard il

onsite

wealth management

financial planning

cfp required

series 7

emoney

portfolio analysis

tax planning

$130k–$165k

Work arrangement

• Weekend coverage required

Why this role

CFP designation required; Series 7 required or must be obtained within 90 days. The role offers a potential long-term ownership opportunity.

About the employer

RK Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.