Financial Planner - Lead

Overview

Financial Planner - Lead at Velia Multi Services. Lead Planner / Service Advisor role focusing on financial planning responsibilities and maintaining trusting, supportive client relationships. Day-to-day work within a team-based pod structure led by Lead Advisors; onboarding transitions to Lead Planner / Service Advisor.

• Serve as the main point of contact for all assigned clients in the Holistic Wealth Management division.
• Service client needs, requests, questions, and updates.
• Prepare comprehensive financial plan recommendations.
• Prepare and develop robust retirement income plans and retirement plan tracking.
• Prepare investment portfolio summaries and asset allocation analyses.
• Meet regularly with clients to establish trusting, supportive relationships.
• Prepare and analyze various financial planning reports.
• Utilize tax planning software to assess client tax situations and tax strategies.
• Run, review, and compare illustrations for annuities, life insurance, and long-term care to select the best options for clients.
• Oversee preparation of various one-off analysis requests.
• Handle a variety of other financial planning related analyses and services as needed.
• Collaborate with team members and advisors on client cases.
• Conduct regular client reviews according to the assigned Service Model.
• Proactively check-in with clients throughout the year to ensure all client needs are met.

• 3+ years of experience working with clients as a Financial Planner required.
• Series 65 or Series 66 license required.
• CERTIFIED FINANCIAL PLANNER preferred.
• CFP designation required to be obtained within 2 years from hire date.
• Life Insurance license preferred; must be obtained within 6 months from hire date.
• Bachelor's Degree from an accredited college or university.
• Strong passion for financial and retirement planning.
• Enjoys working with numbers, spreadsheets, and planning analysis.
• Very strong Microsoft Excel experience and familiarity.
• Highly detail-oriented and accurate.
• Ability to multi-task and track multiple items/projects concurrently.
• Friendly, outgoing, and able to build and maintain strong relationships.

• Competitive base salary with performance-based bonuses.
• Paid time off and holiday pay.
• Health, dental, and vision insurance.
• 401(k) with company matching.
• Mentoring from firm owners and senior advisors.
• Career growth and advancement opportunities.
• Supportive, family-oriented company culture.
• Office amenities and perks (e.g., beverages).
• Standard business hours:
  Monday–Thursday 8:45 am–5:00 pm;
  Friday 8:45 am–2:30 pm (subject to prioritization of tasks).

• Job Type: Full-time.
• Benefits: 401(k), 401(k) matching, dental insurance, health insurance, paid time off, vision insurance.

• Financial planning experience: 3 years (Required).
• License/Certification:
  Life Insurance License; CFP (Preferred);
  Series 65 or 66 (Required).

Locations listed include Vernon Hills, IL and surrounding areas with salary ranges typical for the role. Example ranges shown for market context: $68,000.00–$; $80,000.00–$ depending on location and experience.

Note:

Referrals increase your chances of interviewing at Velia Multi Services. This description reflects the information provided in the original posting and has been reformatted for clarity while preserving content.