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On-Site Lead Financial Planner & Client Wealth Advisor
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-01-01
Listing for:
SGL Financial
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial planning firm is seeking a Lead Planner / Service Advisor in Buffalo Grove, Illinois. The candidate should have a passion for financial and retirement planning, with at least 3 years of experience as a Financial Planner and a CFP designation required within 2 years. Responsibilities include client relationship management, preparing financial plans, and providing support for a broad range of financial needs.
This role offers a competitive base salary, performance bonuses, and a supportive work culture.
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