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Financial Consultant Financial Advisor Wealth Management

Lead Financial Planner: Retirement & Wealth Strategy

Job in Buffalo Grove, Lake County, Illinois, 60089, USA
Listing for: BlackStar
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading Wealth Management firm in Buffalo Grove seeks an experienced Lead Financial Planner / Service Advisor. The role focuses on client relationships and holistic financial planning, requiring 3+ years of experience and a Series 65 or 66 license. Responsibilities include developing comprehensive financial plans, conducting portfolio reviews, and supporting senior advisors. The firm offers a competitive salary, performance bonuses, and a supportive culture.

Ideal candidates are detail-oriented Financial Advisors passionate about retirement planning.
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