Financial Planner Lead
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Job Location:
Buffalo Grove, IL - USA
Monthly Salary:
$ 121000 - 150000
Experience Required:
1-3years
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
Lead Financial Planner / Service Advisor
A well-established wealth management and financial planning firm is seeking an experienced Lead Financial Planner / Service Advisor to join its growing team. This role is ideal for a client-focused financial planner who is passionate about comprehensive financial and retirement planning and enjoys building long-term trust-based client relationships.
The firm has served families across the greater Chicago area for over 20 years and provides a stable supportive environment with strong leadership training and career growth opportunities.
Position Overview
The Lead Planner / Service Advisor is a primarily non-sales client-facing role responsible for delivering holistic financial planning services and ongoing relationship management. Service Advisors work within a team-based pod structure partnering closely with Lead Advisors who originate new client relationships. Once clients are onboarded they transition to the Service Advisor for ongoing planning servicing and follow-up.
While the role is not sales-driven there are opportunities to grow relationships through additional assets and cross-service solutions with existing clients.
Key Responsibilities
Serve as the primary point of contact for assigned clients within the Holistic Wealth Management practice
Deliver day-to-day financial planning support and respond to client inquiries requests and updates
Prepare comprehensive financial plans retirement income strategies and retirement tracking
Develop investment portfolio summaries and asset allocation analyses
Conduct regular client meetings to build strong long-term relationships
Prepare and analyze financial planning reports and projections
Utilize tax planning tools to evaluate client tax strategies and scenarios
Run compare and review illustrations for annuities life insurance and long-term care solutions
Manage one-off financial analyses and special planning requests
Collaborate with advisors and internal team members on client cases
Conduct scheduled client reviews aligned to assigned service models
Proactively engage with clients throughout the year to ensure planning needs are met
Requirements
Requirements
Required Qualifications
3 years of experience working directly with clients as a Financial Planner
Active Series 65 or Series 66 license (required)
Bachelors degree from an accredited college or university
Strong proficiency with Microsoft Excel and financial analysis tools
High attention to detail with the ability to manage multiple client cases simultaneously
Strong interpersonal skills and a client-first mindset
Preferred / Nice to Have
CERTIFIED FINANCIAL PLANNER (CFP) designation
If not currently held must be obtained within 2 years of hire
Life Insurance license
If not currently held must be obtained within 6 months of hire
Benefits
Compensation & Benefits
Competitive base salary with performance-based bonuses
Health dental and vision insurance
401(k) with company matching program
Paid time off and paid lunch hours
Mentorship from senior advisors and firm leadership
Clear career growth and advancement opportunities
Supportive collaborative and family-oriented culture
Onsite perks including complimentary snacks beverages and premium coffee
Required Skills:
3 years of experience working with clients as a Financial Planner required Series 65 or Series 66 license required
Required Education:
Bachelors Degree from an accredited college or university
Company Industry
IT Services and IT Consulting
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
