Company Description
ProsperiFi is a financial planning firm focused on implementing Intelligent Financial Insights™ to enhance the lives of our clients and help our clients pursue their goals. We collaborate with trusted advisors to deliver objective advice and personalized strategies, setting the standard for excellence and craftsmanship in the industry.
Our goal is to help individuals organize their resources and build bridges to their ideal future while staying committed to hard work and diligence.
Role Description
This is a hybrid role for a Financial Planning Specialist at ProsperiFi located in Chicago, IL.
We offer flexible work schedules to support employees in balancing their professional and personal commitments.
The specialist will be responsible for financial planning, utilizing analytical skills, managing finance and accounting tasks, and preparing financial reports. The role allows for work from home flexibility.
Qualifications
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