Lead Financial Planner (Series 65/66 Required)

Lead Financial Planner / Service Advisor (Series 65/66 Required) - Buffalo Grove, ILWe are a well-established wealth management firm serving the Buffalo Grove & Chicago area for over 20 years, overseeing $350M AUM and supporting 700 families. We are seeking a professional Lead Planner / Service Advisor with strong client-facing financial planning experience to join our growing team.About the RoleIn this full-time, in-office position, you will serve as the primary point of contact for assigned clients, delivering comprehensive financial planning, retirement income strategies, investment analysis, and ongoing relationship management. This is a non-sales service-focused advisor role, with occasional opportunities for additional assets and cross-selling within the existing client base.Working within our collaborative team "pod" structure, you will prepare and present financial plans, run investment and tax analyses, and ensure clients receive an exceptional service experience.Key ResponsibilitiesServe as the main advisor for clients in our Holistic Wealth Management divisionPrepare and deliver comprehensive financial and retirement plansComplete portfolio summaries, allocation analyses, and tax strategy assessmentsManage all client requests, updates, and follow-up tasksRun insurance and annuity illustrations (life, LTC, annuities)Conduct regular client review meetings and ongoing check-insCollaborate with Lead Advisors and team members on complex client casesUse advanced planning tools and proprietary software to model strategiesRequired Qualifications3 years of direct client-facing Financial Planner experienceSeries 65 or Series 66 license (required)Bachelor's degree from an accredited institutionStrong analytical skills and advanced Microsoft Excel abilityExperience with financial planning and tax planning softwareDetail-oriented, organized, friendly, and relationship-focusedPreferred (or must obtain after hire)CERTIFIED FINANCIAL PLANNER (CFP) preferred; required within 2 yearsLife Insurance License preferred; must obtain within 6 monthsWhy Join UsCompetitive salary performance bonusesHealth, dental, and vision insurance401(k) with company matchPTO family-oriented cultureMentorship from firm owners and senior advisorsCareer growth opportunitiesFree snacks, drinks, and a Starbucks machine in the officeBusiness Hours: Mon-Thu 8:45-5:00, Fri 8:45-2:30 (with tasks completed)LocationIn-office role in Buffalo Grove, IL. Candidates must relocate before starting.

Salary : $120,000 - $150,000