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Financial Consultant Wealth Management Financial Advisor Financial Analyst

Senior CFP Financial Planner - Holistic Wealth

Job in Buffalo Grove, Lake County, Illinois, 60089, USA
Listing for: Globalchannelmanagement
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A financial services firm in Buffalo Grove is seeking a Lead Financial Planner with over 3 years of experience working directly with clients. The ideal candidate will require a Series 65 or 66, and a CFP designation is expected within two years of hiring. Responsibilities include client management, preparing financial planning recommendations, and developing retirement plans. Strong Excel skills and attention to detail are essential.

The company values relationship building and multitasking abilities.
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Position Requirements
10+ Years work experience
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