Financial Investments Corporation (FIC) is a well-established, multi-generational family office in Chicago. FIC is looking to add an experienced Financial Planner to the client service team. The individual hired into this newly-created position will work on all aspects of financial management, associated implications of private equity deal transactions, and related cash management activities for G1, G2, and G3 members of three family lines (currently serving 25 separate family units and growing). Individual should have strong communication and problem-solving skills, as well as detail orientation to manage financial reporting, accounting, and tax functions.
•BA/BS in Accounting or Finance preferred
•CFP® preferred or demonstrated progress toward acquiring the CFP®
•Minimum of 5 years of direct financial planning experience. It is preferred the candidate has experience running client meetings independently.
•Proficient computer skills, including well-versed in the use of Microsoft Excel
•Strong written and verbal communication skills, including effective presentation capabilities
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.