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Wealth Management Financial Advisor / Consultant Portfolio & Asset Management

Lead Financial Planner — Holistic Wealth & Retirement

Job in Libertyville, Lake County, Illinois, 60092, USA

Listing for: HireReady Partners

Full Time position
Listed on 2026-10-06

Job specializations:

Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management

Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR

Job Description & How to Apply Below

A reputable financial services firm in Libertyville, IL is seeking a Financial Planner - Lead to enhance their Holistic Wealth Management division. This role requires 3+ years of client-focused financial planning experience and the ability to prepare comprehensive financial recommendations. Candidates should possess a Series 65 or 66 license, and a CFP designation is preferred. The position offers a competitive salary, comprehensive benefits, and opportunities for career growth in a supportive environment.
This opening is for the Lead Financial Planner — Holistic Wealth & Retirement role at Hire Ready Partners. Are you ready to take on the Lead Financial Planner — Holistic Wealth & Retirement role at Hire Ready Partners? We would love to welcome a new Lead Financial Planner — Holistic Wealth & Retirement to our team in Libertyville, IL, United States.

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