Financial Planner

Calqulate; Buffalo Grove (IL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Mentorship from experienced financials

Career advancement opportunities

Job summary

Calqulate, a leading wealth management firm, is seeking a Financial Planner to lead client engagements in Buffalo Grove, IL. The role focuses on comprehensive planning and relationship management, with a path to grow into senior advisory responsibilities.

You will develop tailored financial plans, conduct reviews, and collaborate with a planning team to deliver retirement strategies and tax analyses. This in-person, full-time position offers a base salary with performance bonuses and strong

Qualifications

• 3+ years of direct client-facing financial planning experience.
• Series 65 or Series 66 required.
• Bachelor's degree required.
• Strong knowledge of comprehensive financial and retirement planning.
• Excel and financial analysis skills.
• Excellent attention to detail and organization.
• Ability to manage multiple client relationships and priorities.
• Strong communication and relationship-building skills.

Responsibilities

• Serve as a primary point of contact for an assigned client base.
• Develop and present comprehensive financial plans and retirement income strategies.
• Conduct client meetings, reviews, and ongoing planning conversations.
• Analyze investment portfolios, asset allocation, and financial planning scenarios.
• Perform retirement, tax, insurance, and other financial analyses.
• Identify opportunities to improve clients' financial strategies and overall financial well-being.
• Collaborate with senior advisors and other members of the planning team on client cases.
• Proactively communicate with clients and ensure their ongoing needs are addressed.
• Maintain accurate, detailed, and timely client planning records.

Skills

Client-facing financial planning

Series 65/66

Strong communication

Relationship management

Attention to detail

Education

Bachelor's degree

Tools

Excel

Job description

Financial Planner - Lead

Location: Buffalo Grove, IL | In-Person
Schedule: Monday–Thursday, 8:45 AM–5:00 PM; Friday, 8:45 AM–2:30 PM
Experience: 3+ Years
Education: Bachelor's Degree Required
Industry: Financial Services / Wealth Management
Compensation: Base + Performance-Based Bonus
Employment Type: Full-Time
Position: 1
Relocation Assistance: Not Available
Visa Sponsorship: Not Available

About the Opportunity

Our recruiting firm is conducting a confidential search for an experienced Financial Planner to join an established and growing wealth management organization.

This is an excellent opportunity for a client-focused financial professional who enjoys building long-term relationships and providing comprehensive financial and retirement planning guidance.

The position is primarily planning and client-service focused rather than sales-driven, with the opportunity to identify additional planning and investment needs among existing clients.

Must-Haves

• 3+ years of direct client-facing Financial Planning experience
• Series 65 or Series 66 — required
• Bachelor's degree — required
• Strong knowledge of comprehensive financial and retirement planning
• Strong Excel and financial analysis skills
• Excellent attention to detail and organization
• Ability to manage multiple client relationships and priorities
• Strong communication and relationship-building skills

Preferred:

• CFP® designation
• Life Insurance license
• Experience with retirement income planning, investment analysis, tax planning, insurance analysis, and wealth management

What You'll Do

• Serve as a primary point of contact for an assigned client base.
• Develop and present comprehensive financial plans and retirement income strategies.
• Conduct client meetings, reviews, and ongoing planning conversations.
• Analyze investment portfolios, asset allocation, and financial planning scenarios.
• Perform retirement, tax, insurance, and other financial analyses.
• Identify opportunities to improve clients' financial strategies and overall financial well-being.
• Collaborate with senior advisors and other members of the planning team on client cases.
• Proactively communicate with clients and ensure their ongoing needs are addressed.
• Maintain accurate, detailed, and timely client planning records.

Why Consider This Opportunity?

• base salary + performance-based bonus
• Strong work-life balance with an abbreviated Friday schedule
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off
• Mentorship from experienced financial professionals
• Career advancement opportunities
• Collaborative, relationship-focused culture with unlimited snacks and Starbucks coffee
• Stable and growing wealth management organization

Confidential Search

This opportunity is being managed by a recruiting firm on behalf of a confidential wealth management client. Additional information about the organization will be shared with qualified candidates during the interview process.