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Financial Analyst Financial Consultant

Senior Financial Planner – Holistic Wealth & Tax Strategy

Job in Buffalo Grove, Lake County, Illinois, 60089, USA
Listing for: Globalchannelmanagement
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Lead Financial Planner in Buffalo Grove, Illinois. The ideal candidate will have over 3 years of financial planning experience and must possess a Series 65 or Series 66 license. Responsibilities include serving as the main client contact, preparing financial reports, and utilizing tax planning software. Candidates should be detail-oriented, enjoy working with numbers, and have great interpersonal skills.

This role also requires a Bachelor's Degree and a Certified Financial Planner designation within 2 years of hire.
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Position Requirements
10+ Years work experience
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