Financial Planner - Lead

Our client, an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area, is seeking to add a Financial Planner - Lead to their team.

• Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
• Service all 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 various illustrations for annuities, life insurance and long-term care (LTC) to find 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 their 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 is a designation requirement to be obtained within 2 years from hire date.
• Life Insurance license preferred.
• Life insurance license 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.
• Must be capable of multi-tasking and tracking multiple items/projects at the same time.
• Friendly, outgoing, and able to build and maintain strong relationships.

• Competitive base salary with performance-based bonuses.
• Paid time-off.
• Health, dental, vision insurance.
• 401(k) with company matching program.
• Mentoring from firm owners and senior advisor.
• Career growth and advancement opportunities.
• Competitive Paid time off.
• Business
  
  Hours:
  
  Monday – Thursday 8:45 am – 5:00 pm. Friday 8:45 am – 2:30 pm assuming all high priority tasks and work is completed. Paid lunch hours.
• Supportive, family-oriented company culture.
• Unlimited snacks and drinks available in‑office.
• Access to free Starbucks coffee machine throughout your work week shifts.

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

• Financial planning: 3 years (Required).

• Life Insurance License.
• CFP (Preferred).
• Series 65 or 66 (Required).

• Buffalo Grove, IL 60089:
  Relocate before starting work (Required).

In person

Associate

Full-time

Finance and Sales

IT Services and IT Consulting