Financial Advisor​/Lead Financial Planner

Lead Financial Planner / Service Advisor (Series 65 or 66 Required)
Buffalo Grove, IL (In-Person)
Full-Time | Wealth Management | Financial Planning
Competitive Base + Performance Bonus + Full Benefits About Us

We are a well-established Wealth Management and Financial Planning firm serving the Buffalo Grove & Chicago, IL area for 20+ years. With approximately $350M AUM and 700+ families served, we are growing and seeking an experienced Financial Planner to join our team as a Lead Planner / Service Advisor.

This is primarily a client-facing, non-sales Financial Advisor role focused on holistic financial planning, retirement planning, and ongoing client service within a collaborative team structure.

• Serve as the primary point of contact for assigned wealth management clients
• Develop and present comprehensive financial and retirement income plans
• Conduct portfolio reviews, asset allocation analysis, and investment summaries
• Utilize financial planning and tax software for strategy modeling
• Analyze annuities, life insurance, and long-term care (LTC) options
• Conduct client review meetings and proactive outreach
• Support Lead Advisors with case analysis and planning strategies
• Identify additional planning and asset consolidation opportunities

• 3+ years of experience working directly with clients as a Financial Planner
• Series 65 or Series 66 License (Required)
• Bachelor's Degree (Accredited University)
• Strong Microsoft Excel skills
• Highly detail-oriented with strong analytical abilities
• Excellent communication and relationship-building skills
• Must relocate to / work in Buffalo Grove, IL

• CERTIFIED FINANCIAL PLANNER (CFP®) designation (or obtain within 2 years)
• Life Insurance License (or obtain within 6 months)

• Competitive Base Salary + Performance Bonuses
• 401(k) with Company Match
• Health, Dental & Vision Insurance
• Paid Time Off
• Monday–Thursday 8:45 am–5:00 pm | Friday 8:45 am–2:30 pm
• Paid Lunch Hours
• Mentorship from Senior Advisors
• Career Growth Opportunities
• Supportive, Family-Oriented Culture

You are a client-focused Financial Advisor who is passionate about retirement planning, wealth management, and delivering high-touch service. You thrive in a team environment, enjoy working with numbers and financial analysis, and are committed to building long-term client relationships.