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Lead Planner & Service Advisor — Wealth Planning Pro; Onsite
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-01-01
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Buffalo Grove
A wealth management firm in Buffalo Grove is seeking a Lead Planner / Service Advisor to manage client relationships and deliver comprehensive financial planning. The ideal candidate will have over 3 years of experience in financial planning, a Bachelor's degree, and licenses including Series 65 or 66. Responsibilities include leading client meetings, building financial strategies, and ensuring exceptional client service.
This role offers a competitive salary range of $90,000 to $100,000 annually plus bonuses, in a supportive and structured environment.
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