Job Description
We are seeking an experienced Financial Advisor / Lead Planner (Service Advisor) to join a well-established wealth management firm serving the Buffalo Grove & greater Chicago area for over 20 years.
This firm oversees approximately $350M in assets and supports nearly 700 families, providing holistic wealth management and retirement planning services. The organization is known for its client-first philosophy, relationship-driven culture, and long-term stability.
This is primarily a client service and planning-focused role (non-hunting) within a team-based “pod” structure. You will serve as the primary point of contact for assigned clients, delivering comprehensive financial planning and ongoing relationship management.
Key Responsibilities
• Serve as the primary advisor for assigned client relationships
• Prepare comprehensive financial and retirement income plans
• Develop and track retirement strategies
• Conduct portfolio analysis and asset allocation reviews
• Utilize tax planning software for strategy modeling
• Analyze annuity, life insurance, and long-term care illustrations
• Prepare and review financial planning reports
• Conduct regular client reviews and proactive check-ins
• Identify cross-sell and additional asset opportunities within existing relationships
• Collaborate closely with Lead Advisors and internal team members
Required Qualifications
• 3+ years of experience working directly with clients as a Financial Planner
• Series 65 or Series 66 license (Required)
• Bachelor’s degree (Required)
• Strong Microsoft Excel proficiency
• High attention to detail and strong analytical skills
• Ability to manage multiple client cases simultaneously
• Must be able to relocate to or already reside near Buffalo Grove, IL
Preferred Qualifications
• CFP® designation strongly preferred
• CFP required within 2 years of hire if not already obtained
• Life Insurance license preferred (required within 6 months of hire if not currently licensed)
What’s Offered
• Competitive base salary + performance-based bonus
• 401(k) with company match
• Health, dental & vision insurance
• Paid time off
• Mentorship from senior advisors
• Career advancement opportunities
• Stable, supportive, family-oriented culture
• Monday–Thursday 8:45am–5:00pm
• Friday 8:45am–2:30pm (early finish if priorities complete)
• Paid lunch hours
• In-office perks including complimentary beverages
If you are passionate about financial and retirement planning, thrive in a relationship-driven environment, and want to grow within a stable and respected firm — we’d love to connect.
This firm oversees approximately $350M in assets and supports nearly 700 families, providing holistic wealth management and retirement planning services. The organization is known for its client-first philosophy, relationship-driven culture, and long-term stability.
This is primarily a client service and planning-focused role (non-hunting) within a team-based “pod” structure. You will serve as the primary point of contact for assigned clients, delivering comprehensive financial planning and ongoing relationship management.
Key Responsibilities
• Serve as the primary advisor for assigned client relationships
• Prepare comprehensive financial and retirement income plans
• Develop and track retirement strategies
• Conduct portfolio analysis and asset allocation reviews
• Utilize tax planning software for strategy modeling
• Analyze annuity, life insurance, and long-term care illustrations
• Prepare and review financial planning reports
• Conduct regular client reviews and proactive check-ins
• Identify cross-sell and additional asset opportunities within existing relationships
• Collaborate closely with Lead Advisors and internal team members
Required Qualifications
• 3+ years of experience working directly with clients as a Financial Planner
• Series 65 or Series 66 license (Required)
• Bachelor’s degree (Required)
• Strong Microsoft Excel proficiency
• High attention to detail and strong analytical skills
• Ability to manage multiple client cases simultaneously
• Must be able to relocate to or already reside near Buffalo Grove, IL
Preferred Qualifications
• CFP® designation strongly preferred
• CFP required within 2 years of hire if not already obtained
• Life Insurance license preferred (required within 6 months of hire if not currently licensed)
What’s Offered
• Competitive base salary + performance-based bonus
• 401(k) with company match
• Health, dental & vision insurance
• Paid time off
• Mentorship from senior advisors
• Career advancement opportunities
• Stable, supportive, family-oriented culture
• Monday–Thursday 8:45am–5:00pm
• Friday 8:45am–2:30pm (early finish if priorities complete)
• Paid lunch hours
• In-office perks including complimentary beverages
If you are passionate about financial and retirement planning, thrive in a relationship-driven environment, and want to grow within a stable and respected firm — we’d love to connect.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Advisor – Lead Planner position is now open for candidates interested in the Finance sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
