Join the Team
THE BEST PLACE TO WORK
Passion is what sets us apart. We truly take pride in our clients’ success. What makes our team special is that we each have an area of specialty—we have a CPA, our investment professionals, our financial planning professionals, and a service team—all dedicated to your real success.”
Chief Executive Officer
Roch Tranel, CFP, is the CEO and Founder of The Tranel Financial Group and has been helping individuals reach clarity and confidence about their financial future since 1988. Helping people Enjoy a Better LifeTM through successful financial planning is Roch’s passion in life. Roch has assembled a team of professional financial advisors who are committed to the same principles and share his same commitment to providing an unparalleled client experience. Roch is the CEOof the Liberty One Investment Management Firm and manages over $650 million in assets. In 2019, the Liberty One Portfolios became available at a national level. This gave him the opportunity to share his strategies with all Money Concepts Representatives and other IRA’s across the nation and their clients.
Cody Braun is President of The Tranel Financial Group, leading the team by example with his business savvy and contagious enthusiasm. Cody helps people Enjoy a Better Life by bringing clarity and confidence to his clients and everyone else around him. His leadership and marketing skills are a large part of what makes The Tranel Financial Group the exceptional firm that it is today. Cody’s mission and passion is for helping people! Along with the Tranel values of integrity, leadership, teamwork, striving for excellence, building life long relationships and have fun while doing it have allowed Cody to excel. His commitment to the community involves more than just opening our business doors, it also means opening our mind and our heart to help all people and businesses succeed.
Eric Cima is the Chief Financial Officer of the Tranel Financial Group. Helping people get the most enjoyable experience out of life through sound financial advice is what drew him to the industry in 1992. As a certified Fund Specialist, Eric’s proficient at advising clients which mutual fund best suits their needs.
Ben is the director of Financial Institutions as well as a member of The Tranel Financial Group’s professional advisory team. He also serves on the Liberty One Investments Team. Ben specializes in working with Great Lakes Credit Union Members, assisting them with all of their financial planning needs.
Tyler has a passion for working with clients by helping them succeed in achieving their financial goals. Tyler’s objective is to build a lifelong relationship with each client by providing knowledge in the financial industry and assisting them with their financial planning needs. Tyler has spoken multiple times at National Money Concepts Conferences, as an professional in his field.
Jeff’s primary professional goal is to provide Great Lakes Credit Union members and their families with a wide array of financial products and services. He is driven to be an ally to his customers in all aspects of their financial journey – helping them gain clarity and confidence about their future.
Jordan has an open and friendly demeanor which people naturally gravitate to. He is an enterprising advisor who will listen intently to your needs and deliver the plan best suited to help you reach your financial goals. Jordan’s background in banking will help you navigate complex strategies and give you a fresh, new approach to understanding them. Jordan’s perceptive edge gives him keen follow through and makes him an inventive problem solver.
Nick is a research analyst, focused on combining data analytics and fundamental analysis to evaluate current economic conditions, security values and asset allocation strategies. He also leads Liberty One Investments team. Nick holds a BA degree in Finance from the University of Wisconsin where he helped co-manage the University’s endowment fund.
Sara has an irrefutable passion for serving people and networking throughout the community. As a former hotelier, Sara is a warmhearted and genuine individual that strives to impact people’s lives. As Vice President of Community Enrichment, Sara’s goal is to provide the community with information to help make the best decisions about their financial future.
Joey takes pride in simplifying the complex and breaking down strategies, ideas and situations to their nuts and bolts. His commitment and passion is to create a lasting relationship with you and your family to guide you through the various stages of you financial life and retirement. He wants to help you win your game, whatever that may be.
As a Certified Divorce Financial Analyst, she has been in the financial industry since 2002 and has a passion for helping clients uncover and achieve their financial goals. Jennifer is a resource and helps brings clarity and peace of mind with clients that are going through the process of divorce and clients that are post divorce.
THE BEST PLACE TO WORK
The Tranel Financial Group strives to be the best place on the planet to work. We are a fee based and an independent firm, therefore we are not tied to proprietary products. We have a full time receptionist and service to support your book of business, along with six private meeting rooms and a 1,500 square meeting place that will fit 75 guests, comfortably. The firm provides client appreciation events throughout the year, and marketing support. You are granted 20+ free days per year, with Health Insurance, Dental and Vision packages. Along with 401(k) matching and season cubs ticket (GO CUBS).
Your client’s best interest lays here at The Tranel Financial Group, a forward thinking, independent full service, financial planning center. At The Tranel Financial Group, we have unparalleled marketing, client service, and portfolio management support. Our marketing efforts are designed to keep your clients engaged and proactively informed, through quarterly educational workshops and client appreciation events, monthly newsletters, and annual reviews. Our service model is designed to make it easy for you and the clients during the transition and beyond. Their main focus is to keep the advisors time free to work with the clients. We pride ourselves on our high retention rate and follow through. We also have an investment committee to proactively monitor and develop new investment vehicles to help your clients reach their goals, keeping them updated along the way.
A career at The Tranel Financial Group is an opportunity to work with one of the fastest growing, INC 5000, top rated private companies in the US. We strive to attract highly talented, self-managing Financial Advisors who invest in our communities, and raise our visibility in the marketplace through our Liberty One Investment Platform. As part of our team, you would be dedicated to enhancing the “Making Everyday Amazing” factor for managing expectations of the clients we serve. As a financial advisor, you would be responsible for guiding perspective clients and current clients through our proven “Life Enjoyment ExperienceTM” process. This position is a fast paced, challenging sales role for self-motivated and driven professionals.
FINANCIAL ADVISOR QUALIFICATIONS
This position requires a bachelor’s degree from an accredited College or University. Candidates must be fully licensed (S7,S66,LAH) from previous exposure, and experience in the financial industry is beneficial
At the Tranel Financial Group, our interns are our team members. They gain hands-on experience in several departments at the rm, thus exposing them to a taste of everything, hence the “Taste of Life Internship program.” Each intern is placed with an individual mentor within their eld of study. They work closely with our team and experience the rewards of our work here. We seek out individuals who share a vision of helping our clients Enjoy a Better LifeTM. Each week, Roch Tranel has leadership discussions with them to develop a professional embodiment mindset. We grow our team members into high energy, dedicated, and knowledge-thirsting leaders. Interns gain a powerful education here that they cannot learn in the classroom. We crave leaders who have strong time management and organizational skills, a strong work ethic, and effective communication to join our team.
Location: Libertyville, IL
Industry: Financial Planning, Wealth Management, Business, Tax planning, Insurance, Investment, Marketing
Years of Experience: At least 1 previous internship, suggested Education Level: Sophomore, Junior, Senior
Hours: Suggested full time, exible with summer schedules