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Lead Financial Planner | CFP Path & Hybrid
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-08-28
Listing for:
SGL Financial, LLC
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
SGL Financial, LLC in Buffalo Grove, IL is seeking a Lead Planner / Service Advisor to provide holistic wealth management and financial planning services to a growing client base.
The ideal candidate has 3+ years of client-facing financial planning experience, Series 65/66, and a CFP designation (or plan to obtain within 2 years). A Life Insurance license is preferred and may be pursued within 6 months of hire. Hybrid work and strong growth opportunities offered.
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