Lead Financial Planner – Retirement & Client Advisory
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant
Heartline Staffing is seeking a Financial Planner - Lead for a full-time, onsite role in Buffalo Grove, IL. You will act as the main client contact, delivering comprehensive financial and retirement planning while nurturing long-term relationships.
The position emphasizes non-sales planning, team collaboration, and delivering precise analyses with strong Excel and data skills. Onsite work in Buffalo Grove, IL, with salary range announced.
This role, Lead Financial Planner – Retirement & Client Advisory at Purple Cow Recruiting, could be your next move.
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If your experience matches this role, we encourage you to apply.
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The position is based in Buffalo Grove, IL, United States.
This opportunity is part of our work in Finance.
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