Financial Planner

Job Location:

Buffalo Grove, IL (Onsite)

Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Each Service Advisor works closely as a member of our team-based “pod” structure managed by our Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor.

The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities.

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.

• 3+ years of experience working with clients as a Financial Planner required
• Series 65 or Series 66 license required
• Bachelor's Degree from an accredited college or university

• CERTIFIED FINANCIAL PLANNER™ (CFP) certification; must be obtained within 2 years of hire.
• Life Insurance License; must be obtained within 6 months of hire.