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Financial Consultant Financial Advisor

Lead Financial Planner & Service Advisor

Job in Buffalo Grove, Lake County, Illinois, 60089, USA
Listing for: TechnoSphere, Inc.
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial planning firm in Buffalo Grove is seeking a Lead Planner/Service Advisor to manage client relationships and provide financial planning support. This non-sales role demands excellent communication and planning skills to assist clients with a broad range of financial needs. The ideal candidate has over 3 years of experience in financial planning and holds a Series 65 or Series 66 license.

This position offers a unique opportunity to be part of a team-based structure while developing comprehensive retirement plans.
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