Financial Planner - Lead

Virgo & Aries LLC; Buffalo Grove (IL); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Paid time off

Health, dental, and vision insurance

401(k) with company match

Mentorship and professional developm

In-office snacks, premium coffee

Paid lunch hours

Job summary

Virgo & Aries LLC in Buffalo Grove, IL, seeks a Lead Financial Planner to deliver comprehensive financial and retirement planning for high-net clients while building lasting relationships. This is a non-sales role focusing on analysis, planning, and collaboration with Lead Advisors.

The ideal candidate has 3+ years of experience, a Bachelor's degree, and Series 65/66; CFP preferred. Excellent Excel skills, attention to detail, and client service mindset are essential.

Qualifications

• 3+ years of financial planning experience with direct client interaction.
• CFP designation preferred; must be obtained within 2 years of hire.
• Series 65 or Series 66 required.
• Bachelor’s degree from an accredited institution.
• Strong financial and retirement planning knowledge.
• Advanced Microsoft Excel and analytical skills.

Responsibilities

• Serve as the primary contact for assigned clients.
• Respond to client questions, requests, and follow-ups.
• Prepare comprehensive financial and retirement plans.
• Analyze investments, asset allocation, and financial data.
• Conduct client meetings and periodic financial reviews.
• Use tax-planning tools to evaluate strategies and scenarios.
• Prepare illustrations for annuities, life insurance, and long-term care.
• Complete financial analyses and planning projects as needed.
• Collaborate with advisors and team members on client cases.
• Maintain proactive communication and exceptional client service.

Skills

Client interaction

Financial analysis

Attention to detail

Strong communication

Time management

Education

Bachelor’s degree

Series 65 or Series 66

CFP designation preferred

Life Insurance license preferred

Tools

Microsoft Excel

Job description

Buffalo Grove, United States | Posted on 09/07/2026

Job Description

Position: Financial Planner - Lead

Experience Level: Associate

Experience Required: 3+ Years

Education Required: Bachelor’s Degree

Job Function: Finance

Job Type: Full-Time

Relocation Assistance: Not Available

Licensing Requirements:

Series 65 or Series 66 required, with a minimum of three years of direct client-facing experience as a Financial Planner.

Position Summary The Financial Planner - Lead provides comprehensive financial and retirement planning services while building strong, long-term client relationships. This is primarily a non-sales role focused on financial analysis, client service, planning, and collaboration with Lead Advisors.

Key Responsibilities

Serve as the primary contact for assigned clients.

Respond to client questions, requests, and follow-ups.

Prepare comprehensive financial and retirement plans.

Analyze investments, asset allocation, and financial data.

Conduct client meetings and periodic financial reviews.

Use tax-planning tools to evaluate strategies and scenarios.

Prepare illustrations for annuities, life insurance, and long-term care.

Complete financial analyses and planning projects as needed.

Collaborate with advisors and team members on client cases.

Maintain proactive communication and exceptional client service.

Requirements

Qualifications

• 3+ years of financial planning experience with direct client interaction.
• Series 65 or Series 66 required.
• CFP® designation preferred; must be obtained within 2 years of hire.
• Life Insurance license preferred; must be obtained within 6 months of hire.
• Bachelor’s degree from an accredited institution.
• Strong financial and retirement planning knowledge.
• Advanced Microsoft Excel and analytical skills.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple priorities while maintaining strong client relationships.
• Competitive base salary + performance bonuses
• Paid time off
• Health, dental, and vision insurance
• 401(k) with company match
• Mentorship and professional development
• Supportive, relationship-focused work environment
• Paid lunch hours
• In-office snacks, beverages, and premium coffee