More jobs:
Lead Financial Planner/Client Services Advisor
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-01-25
Listing for:
Blossom Human Resources, llc
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: Buffalo Grove
A wealth management firm in Buffalo Grove, IL is seeking an experienced Financial Advisor for the Lead Planner / Service Advisor role. You will provide comprehensive financial planning support, maintain client relationships, and develop retirement plans. The ideal candidate will have 3+ years of experience, a Series 65 or 66 license, and a strong passion for financial planning. Join a supportive firm that emphasizes client care and team collaboration.
This full-time position offers competitive salary and benefits.
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