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Senior Financial Planner & Client Advisor

Job in Buffalo Grove, Lake County, Illinois, 60089, USA
Listing for: Best NanoTech
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company located in Buffalo Grove, IL is seeking a Lead Financial Planner / Service Advisor. This full-time position requires at least 3 years of experience directly interacting with clients, as well as a Series 65 or Series 66 license. Candidates should have a Bachelor’s degree, a passion for financial planning, and strong Excel skills. The role involves preparing financial plans, serving as a client contact, and ensuring client needs are met.

Benefits include competitive salary, health insurance, and career growth opportunities.
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Position Requirements
10+ Years work experience
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