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Senior Financial Planner & Client Advisory Lead

Job in Buffalo Grove, Lake County, Illinois, 60089, USA
Listing for: IVYLYN Believe Build
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 121000 - 150000 USD Yearly USD 121000.00 150000.00 YEAR
Job Description & How to Apply Below
A reputed Wealth Management firm in Buffalo Grove, IL is hiring a Financial Advisor in a Lead Planner / Service Advisor role. This position involves managing diverse financial planning responsibilities and building strong client relationships. The ideal candidate has at least 3 years of client-facing experience, a Bachelor's degree, and holds required licenses. The firm offers a competitive base salary between $121,000 and $150,000, along with additional benefits such as health insurance and a supportive culture.

Relocation is required before starting work.
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Position Requirements
10+ Years work experience
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