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Lead Financial Planner | Hybrid & Growth
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-08-29
Listing for:
SGL Financial
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
SGL Financial is hiring a Lead Planner / Service Advisor to deliver holistic financial planning and advisory support in the Buffalo Grove/Chicago area. You will maintain client relationships, prepare retirement plans, and collaborate with senior advisors on complex cases.
The ideal candidate holds CFP designation (or will obtain within 2 years), Series 65/66, and a 3+ year client-facing background with strong Excel skills. Hybrid work and ongoing development are offered.
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