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Lead Financial Planner & Client Strategist
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-09-05
Listing for:
Premier Global Links
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Premier Global Links LLC in Buffalo Grove, IL, is seeking an experienced Lead Financial Planner / Service Advisor for an in-person, non-sales role focused on building long-term client relationships and delivering retirement and investment planning. You will advise on comprehensive plans, monitor portfolios, and collaborate with senior advisors.
The role emphasizes client service, analytical rigor, and detailed planning across retirement, taxes, and wealth management with strong Excel proficiency.
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