Financial Planner - Lead

Who We Are:Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning?Our firm is seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3 years of relevant experience.We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20 years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions.Our core team beliefs & mission are:Our clients financial security and peace-of-mind is always our #1 focusOver-attentiveness and client responsiveness is of the highest importancePassion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we doIts not about the money, its about connections, friendships, and relationships. Our clients are like family to usWe offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.Job Summary: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 Advisors 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 teams clients with a broad range of other financial planning needs and calculations.Day-to-Day Job Function:Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.Service all client needs, requests, questions, and updatesPrepare comprehensive financial plan recommendationsPrepare and develop robust retirement income plans and retirement plan trackingPrepare investment portfolio summaries and asset allocation analysesMeet regularly with clients to establish trusting, supportive relationshipsPrepare and analyze various financial planning reportsUtilize tax planning software to assess client tax situations and tax strategiesRun, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clientsOversee preparation of various one-off analysis requestsHandle a variety of other financial planning related analyses and services as neededCollaborate with team members and advisors on client casesConduct regular client reviews according to their assigned Service ModelProactively check-in with clients throughout the year to ensure all client needs are metWhat we seek in a candidate:3 years of experience working with clients as a Financial Planner requiredSeries 65 or Series 66 license requiredCERTIFIED FINANCIAL PLANNER preferredCFP is a designation requirement to be obtained within 2 years from hire dateLife Insurance license preferredLife insurance license must be obtained within 6 months from hire dateBachelor's Degree from an accredited college or universityStrong passion for financial and retirement planningEnjoys working with numbers, spreadsheets and planning analysisVery strong Microsoft Excel experience and familiarityHighly detail-oriented and accurateMust be capable of multi-tasking and tracking multiple items/projects at the same timeFriendly, outgoing, and able to build and maintain strong relationshipsPosition perks:Competitive base salary with performance-based bonusesPaid time-offHealth, dental, vision insurance401(k) with company matching programMentoring from firm owners and senior advisorCareer growth and advancement opportunitiesCompetitive Paid time offBusiness 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 hoursSupportive, family-oriented company cultureUnlimited snacks and drinks available in - officeAccess to free Starbucks coffee machine throughout your work week shiftsExperience:Financial planning: 3 years (Required)License/Certification:Life Insurance LicenseCFP (Preferred)Series 65 or 66 (Required)Ability to Relocate:Buffalo Grove, IL 60089: Relocate before starting work (Required)Work Location: In personJob Type: Full-timeBenefits:401(k)401(k) matchingDental insuranceHealth insurancePaid time offVision insurance