Senior Financial Planner & Client Advisor; Retirement Focus
Job in
Libertyville, Lake County, Illinois, 60092, USA
Listed on 2026-02-28
Listing for:
Carter Support Services
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A wealth management firm is seeking an experienced Lead Financial Planner / Service Advisor to join its team in Libertyville, IL. This role focuses on financial planning and managing client relationships. Candidates should have a minimum of 3 years of client-facing experience and strong analytical skills. The firm offers comprehensive benefits, such as health insurance, 401(k) matching, and opportunities for professional development.
The position requires onsite work in a collaborative environment.
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Position Requirements
10+ Years
work experience
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