Certified Financial Planner - Lead, Excel, analysis, modeling

Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Each Service Advisor works closely as a member of our team-based “pod” structure managed by our Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor.

The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities.

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.

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
Position perks:

Competitive base salary with performance-based bonuses
Paid time-off
Health, dental, vision insurance
401(k) with company matching program
Mentoring from firm owners and senior advisor
Career growth and advancement opportunities
Competitive Paid time off
Business Hours: Monday – Thursday 8:45 am – 5:00pm. Friday 8:45 am – 2:30 pm assuming all high priority tasks and work is completed. Paid lunch hours
Supportive, family-oriented company culture
Unlimited snacks and drinks available in - office
Access to free Starbucks coffee machine throughout your work week shifts
Job Type: Full-time

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Experience:

Financial planning: 3 years (Required)
License/Certification:

Life Insurance License
CFP (Preferred)
Series 65 or 66 (Required)
Ability to Relocate:

Buffalo Grove, IL 60089: Relocate before starting work (Required)
Work Location: In person