Financial Planner - Lead

This onsite role in Buffalo Grove, Illinois leads client relationships and delivers comprehensive financial planning and retirement strategies for a high-touch clientele. The position requires a Series 65 or 66 license and at least three years of direct, client-facing experience.

Responsibilities

• Serve as the primary contact for all assigned clients within the Holistic Wealth Management division.
• Address client needs, requests, questions, and ongoing updates.
• Develop and present comprehensive financial plan recommendations.
• Design robust retirement income strategies and oversee retirement plan tracking.
• Prepare investment portfolio summaries and conduct asset allocation analyses.
• Meet regularly with clients to establish trusting, supportive relationships.
• Create and analyze a variety of financial planning reports.
• Use tax planning software to evaluate tax circumstances and craft tax strategies.
• Generate and compare illustrations for annuities, life insurance, and long-term care to identify optimal options for clients.
• Oversee ad hoc analyses and special requests as needed.
• Collaborate with team members and advisors on client cases.
• Conduct periodic client reviews aligned with the designated Service Model.
• Proactively check in with clients throughout the year to ensure needs are met.

Requirements

• Minimum of three years of experience as a Financial Planner working directly with clients.
• Series 65 or Series 66 license is required.
• CFP designation must be obtained within two years of hire.
• Life Insurance license must be secured within six months of hire date.

Licenses and Certifications

• Life Insurance License
• CFP designation (preferred per listing)
• Series 65 or Series 66 (required)

Technologies

• Microsoft Excel
• Tax planning software

Benefits

• 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 a senior advisor
• Career growth and advancement opportunities
• Business hours: Monday through Thursday 8:45 am to 5:00 pm; Friday 8:45 am to 2:30 pm; paid lunch hours
• Supportive, family-oriented company culture
• Unlimited snacks and drinks available in-office
• Access to complimentary Starbucks coffee during work shifts
• Life insurance coverage

Compensation

Annual base salary range: USD 120,000 to 150,000.

Job Type

Full-time

Experience

Financial planning experience: 3 years required.

Education

Bachelor's degree required.

Location

Buffalo Grove, Illinois (onsite).

Relocation

Relocation to Buffalo Grove, IL 60089 required prior to starting.