About the Job

We’re looking for a professional who is interested in becoming a financial planner. Your role includes actively participating in client meetings, analyzing portfolio information using our Excel-based tools, and assisting with client tax preparation. In addition, you will take ownership of many elements of the client experience, including managing client relationships between meetings.

 

About You

You are a positive, self-starting individual who enjoys working in a small, collaborative team environment and wants to grow with the firm. You also have these traits:

Strong communication skills

Learns and adapts quickly

Excellent follow-through capability

Accurate, with good attention to detail

Strong technology related skills

Interested in learning taxes

 

You have these credentials:

5+ years of professional experience

 

Additional qualifications that are helpful but not required:

CPA or EA

CFP or PFS designation (or coursework partially complete)

 

About Us

 

We are a small, rapidly growing firm that offers comprehensive, fee-only financial planning.

Mission: Connecting money and meaning to create fulfilling lives

Niche: The intersections of money & meaning and taxes & financial planning

 

We are located in the heart of the Southport Corridor and offer flexible hours, high autonomy, a hybrid work environment, and opportunities for career growth.

 

Chicago area candidates only, please. Send your resume in pdf file format to Luke Van de Loo at luke@sullivanmermel.com. Please include a cover letter with a one or two sentence description of your all-time favorite job.