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Lead Financial Planner & Client Advisor – Wealth Management
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-01-15
Listing for:
Confidential Recruiting Partners
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Buffalo Grove, IL seeks a Lead Planner/Service Advisor to manage client relationships and deliver comprehensive financial planning. The ideal candidate has a Bachelor's degree, requisite licenses, and over three years of experience in client-facing roles. This non-sales position offers competitive compensation, strong mentorship, and numerous career advancement opportunities, along with a supportive work environment.
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