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First Southwest Bank

Durango, Colorado

NCB Management, Inc.

Miami, Florida

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Covenant Living Community

Skokie, Illinois

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Delta Financial Advisors Inc.

Kensington, Maryland

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Prosper Portland

Portland, Oregon

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Charles R. Green & Associates, Inc.

Fort Worth, Texas

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Next Chapter Holdings

Highland Park, Illinois

FORRESTER, HART, BELISLE & WHITAKER, PL.

Fort Myers, Florida

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Coles & Bodoin, LLP

Needham, Massachusetts

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Financial Planner
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.  


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