Lead Planner​/Service Advisor

We are currently hiring on behalf of a reputed Wealth Management firm with over 20 years of presence in the Buffalo Grove & Chicago market.

Our client manages approximately $350M in assets and serves 700+ families through comprehensive financial planning and wealth management services.

They are seeking an experienced Financial Advisor to join their team in a Lead Planner / Service Advisor capacity.

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Location:

Buffalo Grove, IL (Relocation Required)

🏢 Industry: Financial Services

💰 Compensation: $121,000 – $150,000

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Education:

Bachelor’s Degree

👤 Experience Level: Associate (3+ Years Required)

🛂 Visa Sponsorship:
Not Available

📌 Total Openings: 1

This position involves managing a broad range of financial planning responsibilities while building and maintaining strong client relationships.

You will function as the primary contact for assigned clients and support their financial goals through planning, analysis, and ongoing relationship management.

This is primarily a client servicing and planning-focused role, though there will be opportunities to grow client relationships through additional asset and cross-service opportunities.

You will work within a collaborative team “pod” structure and utilize proprietary planning software to develop retirement and financial strategies.

• Serve as the main point of contact for assigned clients
• Address client needs, requests, and financial updates
• Prepare comprehensive financial plans
• Develop retirement income strategies and tracking plans
• Create investment summaries and asset allocation analysis
• Conduct client review meetings
• Prepare financial planning reports
  
  Utilize tax planning tools to evaluate strategies
• Analyze annuity, life insurance, and long-term care options
• Support one-off financial analysis requests
• Collaborate with advisors on client planning
• Conduct periodic service reviews
• Maintain proactive client communication

• Minimum 3 years of client-facing experience as a Financial Planner
• Series 65 or Series 66 License (Required)
• Bachelor’s Degree
• Strong Microsoft Excel proficiency
• High attention to detail and accuracy
• Ability to manage multiple projects simultaneously
• Strong interpersonal and relationship-building skills

• CFP® Certification (Required within 2 years of hire)
• Life Insurance License (Required within 6 months of hire)

• Passionate about financial and retirement planning
• Analytical and detail-oriented
• Comfortable working with numbers and planning tools
• Friendly, client-focused, and relationship-driven

• Competitive base salary + performance bonus
• Health, Dental & Vision Insurance
• 401(k) with company match
• Paid Time Off
• Career development & mentorship
• Supportive, team-oriented culture
• Monday–Thursday: 8:45 AM – 5:00 PM
• Friday: 8:45 AM – 2:30 PM (based on workload completion)
• In-office perks including snacks & beverages

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Work Location:

Onsite – Buffalo Grove, IL

Buffalo Grove, IL 60089:
Relocate before starting work (Required)