NewFINANCIAL PLANNING & ANALYSIS MANAGER A Finkl & Sons CoFINANCIAL PLANNING & ANALYSIS MANAGERChicago, IL$120,000–$140,000 / yearIn a manufacturing environment, the FP&A Manager plays a critical role in analyzing production costs, operational efficiency, inventory performance, capital expenditures, and financial trends while supporting long-term business planning initiatives. This role partners closely with operations, sales, supply chain, manufacturing leadership, and executive management to provide financial insights that drive profitability, cost control, and business performance.
NewStaff Accountant - Financial Reporting Home State BankStaff Accountant - Financial ReportingCrystal Lake, IL$44,463.87–$66,763.79Full timeResponsible for daily accounting processes (Prologue Batch import, Sageworks files, Balance Fluctuation reports, daily balance sheet & income statement reports). The Staff Accountant - Financial Reporting will support the finance function of the accounting department by assisting with financial reporting, budgeting, and day-to-day accounting activities.
NewEstate Planning Attorney JobotEstate Planning AttorneyChicago, IL$175,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Mid- to Senior-Level Estate Planning Attorney (Associate or Partner) with strong experience in trusts and estates work for high-net-worth clients.
NewEstate Planning Associate Attorney JobotEstate Planning Associate AttorneyChicago, IL$120,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing and overseeing all aspects of estate planning, including drafting wills, trusts, powers of attorney, and healthcare directives.
NewSenior Financial Analyst Vaco LLCSenior Financial AnalystNorth Aurora, IL$90,000–$120,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This newly created role supports a high-volume industrial manufacturing environment and plays a critical part in driving financial visibility, cost accuracy, and operational decision-making across multiple production sites.
NewRemote Part Time Estate Planning Attorney JobotRemote Part Time Estate Planning AttorneyChicago, ILRemote$75–$125 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Boutique trusts & estates firm seeking a Remote Part-Time Estate Planning Attorney to assist with estate planning and probate matters.
Financial Analyst (Hybrid) Ancra International LLCFinancial Analyst (Hybrid)Warrenville, ILPerform various accounting and controlling operations for all business units of Applied Solutions Group, including the preparation of periodic financial reports, maintenance of accounting record systems, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of financial results, and ensure that reported results comply with generally accepted accounting principles (GAAP). Key responsibilities for this role are as follows: Review business unit results (MD&A and financial statements), including customer and product-line revenue and margin details; investigate trends and variances.
NewResearch Financial Analyst-Clinical Research Units Endeavor HealthResearch Financial Analyst-Clinical Research UnitsEvanston, ILUnique or Preferred Skills: Strong finance, accounting and reporting/analytics skills; Strong skills in the use of database and spreadsheet applications; Experience with Workday Finance or Workday Grants or other similar ERP application; Knowledge of NIH Grants Policy Statements, OMB Circular A-133, DHHS Policy, PCROI Policy; Strong written and oral communication skills; Microsoft Office Suite of applications; Online sponsor submission systems like NIH ASSIST, DOD EeBrap, Grants. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals – Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) – all recognized as Magnet hospitals for nursing excellence.
NewFinancial Analyst Epitec, IncFinancial AnalystChicago, IL$33–$36 / hourThe role is expected to provide accurate expense projections of internal staffing, contractors, 3rd party vendor services, and other general administrative expenses. Must have experience presenting financial budget performance to business leaders and automation of processes and forecast models using Alteryx and Power BI.
Senior Tax & Estate Planning Cpa Anthony J. Madonia & Associates, Ltd.Senior Tax & Estate Planning CpaSchaumburg, IL$125,000–$150,000 / yearp>The ideal candidate is a seasoned CPA with a minimum of 5 years of experience, comfortable working directly with clients and leading internal accounting support, while collaborating with attorneys on complex financial and planning matters. This full-time, on-site position will support the firm’s attorneys and clients in matters involving estate planning, probate, trust administration, and tax-related strategies.
NewAssociate Director, Gift Planning University of Illinois FoundationAssociate Director, Gift PlanningChicago, IL$80,000–$90,000 / yearProvides accurate and timely guidance, calculations, proposals, documents, and other assistance to development officers, outside advisors, donors, and other inquiring parties with regard to the technical aspects of outright and deferred gifts; including tax, estate, and financial considerations. Through donor-initiated gift planning inquiries, gift planning marketing responses, and analytics related to gift planning, identifies, qualifies, cultivates, solicits, and stewards gift planning prospects and donors for each university and also for own portfolio of prospects.
Director, Finance Transformation | Office of CFO Advisory Fti ConsultingDirector, Finance Transformation | Office of CFO AdvisoryChicago, ILLead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
NewFinancial Analyst Senior Endeavor HealthFinancial Analyst SeniorArlington Heights, ILOur more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals – Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) – all recognized as Magnet hospitals for nursing excellence. Certification: Certified Surgical First Assistant (CFA®) -National Board of Surgical Technology and Surgical Assisting (NBSTSA) Preferred Or Certified Public Accountant (CPA) - Illinois Department of Financial and Professional Regulation (IDFPR) Preferred.
People & Culture Manager, Meeting Planning bdo consultingPeople & Culture Manager, Meeting PlanningChicago, IL$60,000–$85,000 / yearCoordinates and monitors event activities to ensure compliance with firm guidelines, applicable regulations and laws, and satisfaction of internal clients, including selection of venues, hotel accommodations, air travel, ground transportation, catering, signage, technology, special needs, and onsite meeting support. The People & Culture Meeting Planning Manager is responsible for the planning and administration of firm-sponsored events and meetings that require development of event budgets, contract negotiation with service providers and suppliers, and on-site event management.
NewSales & Operations Planning Manager Constellation BrandsSales & Operations Planning ManagerChicago, IL$98,800–$177,600The S&OP Manager oversees the Sales and Operations Planning (S&OP) process within CBI, ensuring alignment between sales forecasts, production plans, inventory levels (wholesaler and internal), and overall business objectives, by driving critical, timely decision making from the individual contributor levels up thru the Beer Leadership Team (BLT) as part of a monthly cycle. An employee’s pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs.
NewSenior Wealth Advisor JobotSenior Wealth AdvisorOakbrook Terrace, IL$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesChicago, IL$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewPlant Controller - Manufacturing JobotPlant Controller - ManufacturingNorthwoods, IL$100,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A dynamic leader in packaging supplies, pallets, and automation solutions focused on innovation, competitive pricing, next-day delivery, and exceptional customer service for businesses across the region and nationally.
Financial Services Representative Lakeshore Financial GroupFinancial Services RepresentativeChicago, IL$75,000–$100,000 / yearOur leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.
NewTax Manager JobotTax ManagerNorthbrook, IL$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We possess the expertise and resources to assist companies operating across multiple states and countries, offering a comprehensive range of solutions to support their growth.
NewSenior Estimator (Remote Work) JobotSenior Estimator (Remote Work)Downers Grove, ILRemote$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will play a crucial role in the financial planning of construction projects, including electrical infrastructure, telecommunications construction, lighting improvements, and industrial projects.
Manager FP&A Kforce Inc.Manager FP&AChicago, IL$143,000–$143,000Kforce's client, a leading organization is seeking an experienced FP&A Manager in Chicago, IL to lead financial planning and analysis efforts within a large-scale manufacturing environment. This highly visible role will partner directly with operations leadership to deliver actionable insights, drive performance, and support strategic decision-making.
Plant Controller Medline IndustriesPlant ControllerWaukegan, IL$101,000–$152,000 / yearFull timeThis position will provide Finance support for the Medline ReadyCare Waukegan, IL (RCW), Arlington Heights, IL (AHP), and Mankato, MN (MAN) manufacturing facilities and reports to a Group Controller. This position involves analyzing production volumes, controlling manufacturing expenses, reviewing capital expenditures & being a business partner to all functions within the manufacturing facilities.
NewSenior Associate - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLCSenior Associate - Corporate Finance - Turnaround & RestructuringChicago, IL$90,000–$135,000 / yearThe BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.
NewManaging Consultant - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLCManaging Consultant - Corporate Finance - Turnaround & RestructuringChicago, IL$120,000–$185,000 / yearThe BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.
NewSenior Private Banker, Ultra High Net Worth BMO FinancialSenior Private Banker, Ultra High Net WorthChicago, IL$102,000–$190,000 / yearApplication Deadline: 07/30/2026Address: 320 S Canal StreetJob Family Group: Wealth Sales & ServiceDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
NewManager - FP&A (Manufacturing) ProAmpacManager - FP&A (Manufacturing)Cary, ILIt is an ideal opportunity for a finance leader who thrives in a fast-paced manufacturing environment and enjoys partnering directly with Operations, Sales, Supply Chain, and executive leadership to drive profitability, performance, and business growth. This position plays a critical role in helping leadership make informed decisions around pricing, productivity, margin improvement, capital investments, and long-range strategic planning.
NewSr. Manager - Financial Planning and Analysis (Central Capital Planning) United Airlines IncSr. Manager - Financial Planning and Analysis (Central Capital Planning)Chicago, IL$127,870–$166,492 / yearWe believe that inclusion helps us thrive and grow at United across our collaborative Finance teams consisting of Financial Planning & Analysis, Internal Audit, Treasury, Global Procurement, Controllership, Investor Relations and more. The role partners closely with leaders across Finance, Treasury, and Fleet and serves as the business owner of the CAPPLAN capital planning cube, ensuring accurate forecasting and alignment across the organization.
Senior Financial Analyst, Financial Planning and Analysis University of ChicagoSenior Financial Analyst, Financial Planning and AnalysisChicago, IL$93,500–$115,000 / yearThe ideal candidate will have experience in higher education finance working with finance, accounting and or legal teams, proficiently use financial models to guide strategic decision making, be adept at managing data, and efficient partnering across an organization to complete high priority assignments. In consultation with the Office of Human Resources, the Senior Financial Analyst develops the annual budget for the approximately $430 million employee benefit pool, prepares analyses for benefit issue resolution, and co-leads quarterly budget reviews with University senior leadership.
NewFinancial Analyst Financial Planning & Analysis - VN2897 MAREX Group LimitedFinancial Analyst Financial Planning & Analysis - VN2897Chicago, IL$80,000–$115,000 / yearThe depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers.
NewFinancial Planning Strategist Canadian Imperial Bank of CommerceFinancial Planning StrategistChicago, IL$110,000–$130,000 / yearAs a Financial Planning Strategist, you will be responsible for supporting and working closely with Relationship Managers (RM), Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as provide client support to the Wealth Strategies team. Perform financial planning analyses, including reviewing financial statements and other data, gathering additional data as necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning considerations.
Financial Planning and Analysis Manager Manpower EngineeringFinancial Planning and Analysis ManagerEvanston, IL$52–$62 / hourTemporaryManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
Financial Planning and Analysis Manager Ryan Specialty GroupFinancial Planning and Analysis ManagerChicago, IllinoisProvide technical expertise and advice on financial issues to functional or operational areas managers to help them develop revenue and expense budgets, understand financial reports, and manage their financial responsibilities. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.
Sr. Manager - Financial Planning and Analysis (Technical Operations) United Airlines IncSr. Manager - Financial Planning and Analysis (Technical Operations)Chicago, IL$127,870–$166,492 / yearWe believe that inclusion helps us thrive and grow at United across our collaborative Finance teams consisting of Financial Planning & Analysis, Internal Audit, Treasury, Global Procurement, Controllership, Investor Relations and more. These teams provide the financial fuel that keeps our operation running from providing detailed analyses of financial planning, performance, and forecasts to managing our investments and financial strategies.
Accounting/Finance - Lead - Financial Planning & Analysis (Mid Level) LancesoftAccounting/Finance - Lead - Financial Planning & Analysis (Mid Level)Deerfield, IL$42The Senior Financial Planning Analyst position is critical in building our financial models, creating and executing compensation plans/reporting for our sales team and assisting sales in driving strong financial decisions. The Senior Financial Planning Analyst is responsible for partnering with our business on key areas along with creating financial reports to assist the managing director to effectively manage the business.
Manager, Financial Planning & Analysis AMETEK IncManager, Financial Planning & AnalysisMount Prospect, ILCollaborate with the Operations Controller and/or Division Vice President of Finance to develop timelines, gather budget and forecast data from the business units, review business unit submissions, and prepare summary information to facilitate review and approval by management and the Corporate leadership. You will be working closely with our Operations Controller and Division Vice President of Finance and business leaders across the company, preparing the company's financial budgets and forecasts and providing financial analysis and business intelligence to support decision making.
NewSr Director, Financial Planning & Analysis Kind LLCSr Director, Financial Planning & AnalysisChicago, IL$233,000–$290,000 / yearDirector, Financial Planning & Analysis for a leadership opportunity overseeing the Accelerator portfolio, which is includes our Tasty & Wholesome and Better-for-You brands, including KIND, RX, Nature's Bakery and other culturally relevant, purpose-driven brands. This role requires a highly accountable finance leader who takes ownership of outcomes, challenges the status quo, and drives disciplined execution.
Director of Financial Planning & Analysis Sonova Holding AGDirector of Financial Planning & AnalysisAurora, IL$153,000–$190,000 / yearResponsibilities: • Lead regional FP&A processes including budgeting, forecasting, and strategic planning • Oversee monthly financial reporting and business review materials for senior leadership • Partner with sales, marketing, operations, and finance leaders to develop financial projections • Analyze performance trends and provide actionable insights to improve results • Drive continuous improvement in FP&A processes and reporting tools • Lead strategic financial and analytical initiatives across the region • Support development of data visualization and advanced analytics. More about you: University degree in Economics, Business Administration, Management, or similar MBA or CPA preferred 12+ years of corporate finance experience, including 6+ years in FP&A Strong background in financial analysis, forecasting, and reporting Ability to translate complex financial data into clear business insights Proven leader with strong communication and change management skills.
Financial Planning and Analysis (FP&A) Manager UL Standards & EngagementFinancial Planning and Analysis (FP&A) ManagerEvanston, IllinoisAs the Financial Planning and Analysis (FP&A) Manager, you will play a key role in the rapid growth of UL as you: Lead the financial and budgeting processes including annual budget projections, analysis, and development of financial metrics to inform and align strategy across the organization. While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes: Strong technical skills in finance, accounting, budgeting and cost control, and variance analysis within a complex matrix organization.
Director, Financial Planning & Analysis Sears, Roebuck and co.Director, Financial Planning & AnalysisHoffman Estates, ILFinancial Planning & AnalysisTransformco Corporate JOB SCOPE: The Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, and business analysis for TransformCo. Participates in key financial and strategic projects across all business departments as required and drives the usage and adoption of AI tools to aid financial reporting and analyses.
NewFinancial Planning and Analysis, Associate JPMorgan Chase & CoFinancial Planning and Analysis, AssociateChicago, ILJoin our dynamic Commercial & Investment Bank (CIB) Finance & Business Management team and play a pivotal role supporting our Finance organization-helping ensure senior management has the insights needed to execute strategic objectives. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Financial Planning Specialist II First Busey CorpFinancial Planning Specialist IINaperville, IL$64,000–$80,000 / yearResponsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
Director Financial Planning & Analysis WPP PlcDirector Financial Planning & AnalysisChicago, IL$90,000–$180,000 / yearMentor and Lead: Oversee and coach a growing team (including our Cherry Hill-based Expense Budget Manager), elevating the output of the finance department to be highly strategic and insight-driven. Industry Context: Experience working within an advertising, media, marketing services, or professional services agency model is highly preferred (understanding billability, utilization, and client-retainer models).
Lead of Financial Planning & Analysis (FP&A) Montway Auto TransportLead of Financial Planning & Analysis (FP&A)Schaumburg, IllinoisMagazine as one of the top 5000 fastest-growing businesses nationwide and earned the ‘Great Place to Work” certification, Montway leverages innovative logistics solutions and personalized customer service to provide fast and reliable consumer experiences. Operational Partnership: Partner closely with Sales, Marketing, Operations, and Tech departments to optimize resource allocation, evaluate capital expenditures (CapEx), and analyze ROI on strategic initiatives.
Director Financial Planning and Analysis Emerson Electric CoDirector Financial Planning and AnalysisIL$150,000–$170,000 / yearIn This Role, Your Responsibilities Will Be: Provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management. Through our deep domain expertise and legacy of flawless execution, Emerson helps customers in critical industries like life sciences, energy, power and renewables, chemical and advanced factory automation operate more sustainably while improving productivity, energy security and reliability.
Manager, Financial Planning & Analysis HireTalentManager, Financial Planning & AnalysisAbbott Park, ILThe primary function of this position is to develop and maintain accounting and financial internal controls and to lead the financial planning, reporting and analysis process for *** location, and provide financial support to laboratory management. This position is responsible for establishing, developing, and implementing appropriate processes and procedures to ensure that the accounting, planning and reporting activities provide efficient and effective decision support to senior management.
Financial Planning Administrator Merit Financial AdvisorsFinancial Planning AdministratorChicago, ILBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Assist senior financial planners with provide advanced planning support in areas such as retirement income planning, tax planning, estate planning, insurance planning, and education planning for advisors who are working to illustrate planning techniques to clients.