Financial Planner - Lead
Listed on 2026-09-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Buffalo Grove, United States | Posted on 09/07/2026
Job DescriptionPosition: Financial Planner
- Lead
Experience Level: Associate
Experience
Required:
3+ Years
Education Required: Bachelor’s Degree
Job Function: Finance
Job Type: Full-Time
Relocation Assistance: Not Available
Licensing Requirements:
Series 65 or Series 66 required, with a minimum of three years of direct client-facing experience as a Financial Planner.
Position Summary The Financial Planner
- Lead provides comprehensive financial and retirement planning services while building strong, long-term client relationships. This is primarily a non-sales role focused on financial analysis, client service, planning, and collaboration with Lead Advisors.
Serve as the primary contact for assigned clients.
Respond to client questions, requests, and follow-ups.
Prepare comprehensive financial and retirement plans.
Analyze investments, asset allocation, and financial data.
Conduct client meetings and periodic financial reviews.
Use tax-planning tools to evaluate strategies and scenarios.
Prepare illustrations for annuities, life insurance, and long-term care.
Complete financial analyses and planning projects as needed.
Collaborate with advisors and team members on client cases.
Maintain proactive communication and exceptional client service.
Requirements Qualifications- 3+ years of financial planning experience with direct client interaction.
- Series 65 or Series 66 required.
- CFP® designation preferred; must be obtained within 2 years of hire.
- Life Insurance license preferred; must be obtained within 6 months of hire.
- Bachelor’s degree from an accredited institution.
- Strong financial and retirement planning knowledge.
- Advanced Microsoft Excel and analytical skills.
- Excellent attention to detail and organizational skills.
- Ability to manage multiple priorities while maintaining strong client relationships.
- Competitive base salary + performance bonuses
- Paid time off
- Health, dental, and vision insurance
- 401(k) with company match
- Mentorship and professional development
- Supportive, relationship-focused work environment
- Paid lunch hours
- In-office snacks, beverages, and premium coffee
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