Lead Financial Planner | Hybrid & Growth
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
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.
Step into the Lead Financial Planner | Hybrid Schedule & Growth role at SGL Financial in Buffalo Grove, IL, United States and grow with us.
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Join SGL Financial and contribute to our ongoing work.
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This posting is for the Lead Financial Planner | Hybrid Schedule & Growth role at SGL Financial, based in Buffalo Grove, IL, United States.
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