Service Advisor

Overview

Position:
Lead Financial Planner / Service Advisor in Buffalo Grove, IL. Experience level:
Associate. Experience required: 3+ years working directly with clients as a Financial Planner.

Education:

Bachelor’s degree. Industry: Financial Services. License requirements:
Series 65 or 66 required; CFP preferred and CFP designation to be obtained within 2 years from hire date;
Life Insurance license preferred and to be obtained within 6 months from hire date.

Note:

A Series 65 or 66 is required, along with a minimum of three years of client-facing financial planning experience.

• 3+ years of experience working with clients as a Financial Planner
• Series 65 or Series 66 license required
• Certified Financial Planner™ (CFP) preferred; CFP designation required within 2 years from hire date
• Bachelor's Degree from an accredited college or university
• Life Insurance license preferred and must be obtained within 6 months from hire date
• Strong passion for financial and retirement planning
• Enjoys working with numbers, spreadsheets, and planning analysis
• Very strong Microsoft Excel experience
• Highly detail-oriented and accurate
• Capable of multi-tasking and tracking multiple items/projects
• Friendly, outgoing, and able to build and maintain strong relationships

• Serve as the main point of contact for all assigned clients in the Holistic Wealth Management division
• Service client needs, requests, questions, and updates
• Prepare comprehensive financial plan recommendations
• Develop robust retirement income plans and retirement plan tracking
• Prepare investment portfolio summaries and asset allocation analyses
• Meet regularly with clients to establish trusting, supportive relationships
• Prepare and analyze various financial planning reports
• Utilize tax planning software to assess client tax situations and tax strategies
• Illustrate and compare annuities, life insurance, and long-term care options to identify best fits
• Oversee preparation of various one-off analysis requests
• Collaborate with team members and advisors on client cases
• Conduct regular client reviews according to the assigned Service Model
• Proactively check-in with clients throughout the year to ensure all client needs are met

• Job Type: Full-time
• Work Location:
  
  In person
• Location:
  
  Buffalo Grove, IL 60089
• Schedule:
  
  Business hours Monday – Friday; refer to company policy for specifics

• Competitive base salary with performance-based bonuses
• Paid time off
• Health, dental, and vision insurance
• 401(k) with company matching
• Mentoring from firm owners and senior advisor
• Career growth and advancement opportunities
• Supportive, family-oriented company culture
• Office perks: snacks, beverages, and Starbucks access during shifts