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Senior Financial Planner & Client Advisory
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-01-01
Listing for:
Talent Search PRO
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Buffalo Grove is seeking a Lead Planner / Service Advisor to manage financial planning responsibilities while maintaining strong client relationships. The role includes preparing detailed financial plans, utilizing proprietary software, and conducting regular client reviews. Candidates should possess 3+ years of experience, a Series 65 or 66 license, and a Bachelor's Degree. This full-time position offers competitive compensation and various perks such as health benefits and 401(k) matching.
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Position Requirements
10+ Years
work experience
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