Financial Planner- Lead

Buffalo Grove, IL - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Financial Planner - Lead
Job Location: Buffalo Grove IL
Job Type: Full Time

Job Description:

Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.

Service all client needs requests questions and updates

Prepare comprehensive financial plan recommendations

Prepare and develop robust retirement income plans and retirement plan tracking

Prepare investment portfolio summaries and asset allocation analyses

Meet regularly with clients to establish trusting supportive relationships

Prepare and analyze various financial planning reports

Utilize tax planning software to assess client tax situations and tax strategies

Run review and compare various illustrations for annuities life insurance and long-term care (LTC) to find the best options for clients

Oversee preparation of various one-off analysis requests

Handle a variety of other financial planning related analyses and services as needed

Collaborate with team members and advisors on client cases

Conduct regular client reviews according to their assigned Service Model

Proactively check-in with clients throughout the year to ensure all client needs are met

What we seek in a candidate:

3 years of experience working with clients as a Financial Planner required

Series 65 or Series 66 license required

CERTIFIED FINANCIAL PLANNER preferred

CFP is a designation requirement to be obtained within 2 years from hire date

Life Insurance license preferred

Life insurance license must be obtained within 6 months from hire date

Bachelors Degree from an accredited college or university

Strong passion for financial and retirement planning

Enjoys working with numbers spreadsheets and planning analysis

Very strong Microsoft Excel experience and familiarity

Highly detail-oriented and accurate

Must be capable of multi-tasking and tracking multiple items/projects at the same time

Friendly outgoing and able to build and maintain strong relationships

Job Title: Financial Planner - Lead Job Location: Buffalo Grove IL Job Type: Full Time Job Description: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division. Service all client needs requests questions and updates P...