Financial Planner

Lead Financial Planner / Service Advisor

Buffalo Grove, IL (In-Person)
Full-Time

An established and growing wealth management firm serving the greater Chicago area for over 20 years is seeking an experienced Lead Financial Planner / Service Advisor to join its collaborative advisory team.

This is an excellent opportunity for a motivated Financial Advisor who is passionate about retirement planning, comprehensive wealth management, and building meaningful long-term client relationships. The firm operates in a team-based “pod” structure and oversees approximately $350M in assets for 700+ families.

This role is primarily focused on financial planning and client service, with limited prospecting responsibilities.

The Lead Planner / Service Advisor serves as the primary relationship manager for assigned clients and delivers holistic financial planning solutions. This position requires strong analytical skills, attention to detail, and a passion for helping clients achieve financial security.

• Serve as the main point of contact for assigned clients
• Prepare comprehensive financial planning recommendations
• Develop and track retirement income plans
• Create investment portfolio summaries and asset allocation analyses
• Analyze and prepare financial planning reports
• Utilize tax planning software to evaluate strategies
• Review insurance illustrations (life, annuities, long-term care)
• Conduct regular client review meetings
• Collaborate with advisors and team members on client cases
• Proactively maintain client relationships and follow-ups

• Minimum 3 years of direct client-facing experience as a Financial Planner
• Series 65 or Series 66 license (Required)
• Bachelor’s degree from an accredited institution
• Strong Microsoft Excel proficiency
• Highly detail-oriented and accurate
• Ability to manage multiple projects and deadlines simultaneously
• Professional, friendly, and relationship-focused demeanor

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
• CFP designation must be obtained within 2 years of hire if not currently held
• Life Insurance License (must obtain within 6 months if not currently licensed)

• Strong passion for financial and retirement planning
• Analytical mindset with comfort working in spreadsheets and planning tools
• Ability to build and maintain trusting client relationships
• Collaborative team player
• Organized and proactive in managing client needs

• Performance-based bonus opportunities
• 401(k) with company matching
• Health, dental, and vision insurance
• Paid time off
• Mentorship and professional development support
• Growth and advancement opportunities
• Supportive, team-oriented culture

Work Location: Buffalo Grove, IL (In-person)
Relocation required prior to start