Lead Financial Planner — Client Strategy & Retirement
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
VIRGO AND ARIES LLC in Chicago, IL seeks a Lead Financial Planner to provide comprehensive financial and retirement planning services with a strong focus on client relationships. This is a non-sales role emphasizing analysis, planning, and collaboration with Lead Advisors.
Required:
3+ years of financial planning experience, Series 65 or 66, and a Bachelor's degree. CFP designation preferred; license in life insurance is a plus. On-site, full-time with competitive compensation and benefits.
This is an excellent opportunity to take on the Lead Financial Planner — Client Strategy & Retirement role at Virgo & Aries LLC.
Our group is growing, and we are hiring a Lead Financial Planner — Client Strategy & Retirement in Chicago, IL, United States.
This role is for the Lead Financial Planner — Client Strategy & Retirement role at Virgo & Aries LLC.
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