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Wealth Management Financial Advisor Financial Consultant

Lead Financial Planner: Retirement & Wealth Strategy

Job in Buffalo Grove, Lake County, Illinois, 60089, USA
Listing for: BlackStar
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A well-established Wealth Management firm in Buffalo Grove seeks a Lead Financial Planner / Service Advisor to join their team. The ideal candidate must have over 3 years of experience in financial planning, a Series 65 or 66 license, and a strong background in client relationship management. This in-person role focuses on holistic financial planning, client engagement, and team collaboration, offering competitive compensation including performance bonuses and comprehensive benefits.

Relocation to Buffalo Grove is a must.
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