Financial Planner Lead | Wealth & Retirement Planning | 121K-150K

Dana Gudermuth
Senior Recruiter Heartline Staffing
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Prefer a confidential conversation instead of applying Call or text Dana directly at .

Heartline Staffing is recruiting an experienced Financial Planner - Lead for an established wealth management and financial planning firm in Buffalo Grove Illinois. This is primarily a non-sales relationship-focused financial planning role for someone who enjoys developing comprehensive financial and retirement plans while building long-term trusted client relationships.

The firm has served the Buffalo Grove and Chicago area for more than 20 years oversees approximately $350 million in total assets and serves approximately 700 families across multiple financial services and divisions.

POSITION OVERVIEW
The Financial Planner - Lead will serve as the primary point of contact for assigned clients and provide day-to-day financial planning support within a team-based structure. New advisory clients are sourced and onboarded by Lead Advisors and then transitioned to the Financial Planner - Lead for ongoing planning service and relationship management.

While primarily a non-sales role there are opportunities to identify additional assets and cross-sale opportunities within existing client relationships.

COMPENSATION
$121000-$150000
Performance-based bonus

SCHEDULE
Monday-Thursday: 8:45 AM-5:00 PM
Friday: 8:45 AM-2:30 PM assuming all high-priority tasks and work are completed
Paid lunch hours
On-site in Buffalo Grove IL

ROLE
Serve as the main point of contact for assigned clients within the Holistic Wealth Management division.
Service client needs requests questions and updates.
Prepare comprehensive financial plan recommendations.
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 financial planning reports.
Utilize tax planning software to assess client tax situations and strategies.
Run review and compare illustrations for annuities life insurance and long-term care to identify appropriate options for clients.
Oversee preparation of one-off financial planning analyses as needed.
Collaborate with team members and advisors on client cases.
Conduct regular client reviews according to the assigned Service Model.
Proactively check in with clients throughout the year to ensure client needs are met.
Utilize proprietary planning software for data input and development of comprehensive retirement plans.

BENEFITS
Paid time off
Health insurance
Dental insurance
Vision insurance
401(k) with company matching
Mentoring from firm owners and senior advisor
Career growth and advancement opportunities
Paid lunch hours
Supportive family-oriented company culture
Unlimited snacks and drinks available in the office
Access to an in-office Starbucks coffee machine

Requirements
3 Years Of Experience Working Directly With Clients As A Financial Planner REQUIRED
Series 65 Or Series 66 License REQUIRED
Bachelors Degree From An Accredited College Or University REQUIRED
CFP Designation Must Be Obtained Within 2 Years From Hire Date REQUIRED
Life Insurance License Must Be Obtained Within 6 Months From Hire Date REQUIRED
Very Strong Microsoft Excel Experience REQUIRED
Highly Detail-Oriented And Accurate REQUIRED
Ability To Multitask And Track Multiple Items / Projects Simultaneously REQUIRED
Ability To Build And Maintain Strong Client Relationships REQUIRED
Ability To Work On-Site In Buffalo Grove IL REQUIRED

Preferred
CERTIFIED FINANCIAL PLANNER Designation Preferred At Hire
Life Insurance License Preferred At Hire

Not ready to formally apply Thats completely fine. Many financial planning professionals prefer a confidential conversation first.
Call or text Dana directly at .
Email: