Financial Planner

Job Description

JOB SUMMARY

We are seeking an experienced Financial Planner to join an established wealth management firm as a Lead Planner and Service Advisor. This is a client facing role focused on comprehensive financial planning relationship management and ongoing service delivery rather than cold sales.

The Lead Planner partners closely with senior advisors in a team based structure and serves as the primary point of contact for assigned clients. This role requires strong technical planning skills attention to detail and the ability to manage multiple client relationships simultaneously.

This position is best suited for a licensed Financial Planner who enjoys deep client relationships retirement planning and analytical work in a collaborative professional environment.

KEY RESPONSIBILITIES

Serve as the primary point of contact for assigned wealth management clients

Manage ongoing client relationships including follow ups reviews and service requests

Prepare comprehensive financial plans and retirement income strategies

Develop and track retirement planning projections and scenarios

Prepare investment portfolio summaries asset allocation analyses and planning reports

Analyze tax planning strategies using tax planning software

Run and compare illustrations for annuities life insurance and long term care products

Collaborate with advisors and internal team members on client planning cases

Conduct regular client reviews based on assigned service model

Proactively engage clients throughout the year to ensure planning needs are met

Support additional financial planning analyses and one off client requests as needed

REQUIRED QUALIFICATIONS

Bachelor’s degree from an accredited college or university

Minimum of 3 years of experience working directly with clients as a Financial Planner

Active Series 65 or Series 66 license required

Strong experience with comprehensive financial and retirement planning

Very strong Microsoft Excel skills

High attention to detail and accuracy

Ability to manage multiple client priorities and projects simultaneously

Strong interpersonal communication and relationship building skills

PREFERRED QUALIFICATIONS

CERTIFIED FINANCIAL PLANNER certification preferred

CFP must be obtained within 2 years if not currently held

Life Insurance license preferred

Life Insurance license must be obtained within 6 months if not currently held

Experience working within a wealth management or financial advisory firm

WORK ENVIRONMENT AND PERKS

On site role in Buffalo Grove IL

Business hours Monday through Thursday 8:45 AM to 5:00 PM

Friday hours 8:45 AM to 2:30 PM when high priority work is complete

Paid lunch hours

Supportive team oriented culture

Benefits include health dental vision 401k with match and paid time off

Mentorship from senior advisors and leadership

Long term career growth opportunity within the firm

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Full-time