Lead Financial Planner Job Buffalo Grove area,Illinois USA,Finance & Banking

Who We Are

SGL Financial is an established wealth management and financial planning firm serving the Buffalo Grove and Chicago area for more than 22 years.

We oversee approximately $650 million in assets and proudly serve more than 850 families through our comprehensive wealth management, retirement planning, investment management, and insurance planning services.

Our mission and core beliefs guide everything we do:

Our clients' financial security and peace of mind are always our #1 focus
Exceptional service, responsiveness, and attentiveness are non‑negotiable
A passion for financial planning and helping others is at the heart of everything we do
Relationships matter most. Our clients become part of our extended family

We provide a stable, growing organization with proven systems, strong leadership, advanced technology, marketing support, and a collaborative team environment that allows advisors to focus on what they do best: helping clients make confident financial decisions.

Position Overview:

Are you a professional, attentive, and motivated Service Advisor that brings a passion for helping clients with all aspects of their financial and investment planning?

Our firm is seeking an experienced Service Advisor to join our team as a Lead Planner. Ideal candidates will have a CFP designation and 3+ years of relevant experience.

We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions.

We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.

Key Responsibilities:

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.

Day-to-Day Job Function:

Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
Service all client needs, requests, questions, and updates
Prepare comprehensive financial plan recommendations
Prepare and 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 various financial planning reports
Utilize tax planning software to assess client tax situations and tax strategies
Run, review, and compare various illustrations for annuities, life insurance and long‑term care (LTC) to find the best options for clients
Oversee preparation of various one-off analysis requests
Handle a variety of other financial planning related analyses and services as needed
Collaborate with team members and advisors on client cases
Conduct regular client reviews according to their assigned Service Model
Proactively check‑in with clients throughout the year to ensure all client needs are met

What we seek in a candidate:

3+ years of experience working with clients as a Financial Planner required
Series 65 or Series 66 license required
CERTIFIED FINANCIAL PLANNER™ preferred
CFP is a designation requirement to be obtained…