Financial Planner- Lead

Job Title: Financial Planner - Lead  Job Location: Buffalo Grove, IL  Job Type:  Full Time Job Description:  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 What we seek in a candidate: 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

Salary : $77,900 - $104,600