Lead Financial Planner & Client Success Advisor

A financial planning firm in Buffalo Grove, IL, seeks a Lead Planner / Service Advisor to manage client relationships and provide comprehensive financial planning support. Candidates should have 3+ years of experience as Financial Planners, possess Series 65 or 66 licenses, and ideally hold a CFP certification. In this non-sales position, the advisor will work closely with clients, preparing detailed financial plans and analyses to ensure long-term financial well-being.

The role provides career growth within a supportive, family-oriented company culture.
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