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Lead Financial Planner & Client Advisor; Series
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-01-06
Listing for:
Talent Search PRO
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Buffalo Grove
A financial management firm located in Buffalo Grove is seeking a Lead Planner / Service Advisor to provide comprehensive financial planning support. The ideal candidate will have over 3 years of experience in financial planning, possess the necessary licenses, and have strong skills in client relationship management and Microsoft Excel. This full-time role offers competitive salary and benefits including 401(k) matching, paid time off, and a supportive company culture promoting career advancement.
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