Financial Planner - Lead

Purple Cow Recruiting; Buffalo Grove (IL); On-site; USD 121,000 - 150,000; Full time

Benefits offered by this job

Performance-based bonuses

Health Insurance

401(k)

401(k) Company Matching

Paid Time Off

Career Growth Opportunities

Mentoring From Firm Owners

Job summary

Heartline Staffing is seeking a Financial Planner - Lead for a full-time, onsite role in Buffalo Grove, IL. You will act as the main client contact, delivering comprehensive financial and retirement planning while nurturing long-term relationships.

The position emphasizes non-sales planning, team collaboration, and delivering precise analyses with strong Excel and data skills. Onsite work in Buffalo Grove, IL, with salary range announced.

Qualifications

• 3+ years of experience directly with clients as a Financial Planner.
• Strong financial and retirement planning skills.
• Active Series 65 or 66 required; Life Insurance license within 6 months if not held.

Responsibilities

• Prepare comprehensive financial plan recommendations.
• Develop retirement income plans and track retirement plans.
• Prepare investment portfolio summaries and asset allocation analyses.
• Analyze financial planning reports and tax strategies.
• Run and compare annuity, life insurance, and long-term care illustrations.
• Maintain primary contact with assigned clients and review regularly.
• Collaborate with Lead Advisors and team members on client cases.

Skills

Client relationship-building

Excel proficiency

Attention to detail

Multi-tasking

Financial planning

Education

Bachelor's degree

CFP designation

Life Insurance License

Tools

Excel

Job description

Financial Planner - Lead

Buffalo Grove, IL | Onsite | Full-Time | Financial Services

Elizabeth Banzhaf, LPN Co-Founder & COO | Heartline Staffing

LinkedIn: View Elizabeth's LinkedIn

Heartline Staffing is recruiting an experienced Financial Planner - Lead for a full-time, onsite opportunity in Buffalo Grove, Illinois. This client-facing position serves as a Lead Planner / Service Advisor, providing comprehensive financial and retirement planning while developing and maintaining strong, long-term client relationships.

POSITION OVERVIEW

This is primarily a non-sales financial planning and client-service role. The Financial Planner serves as the main point of contact for assigned clients, provides day-to-day financial planning support, manages meeting follow-up and recurring client reviews, and works closely with Lead Advisors and other team members.

The role also offers opportunities to identify additional needs within existing client relationships, including additional assets and cross-sale opportunities. The position requires strong technical planning capabilities combined with exceptional responsiveness, attention to detail and relationship-building skills.

COMPENSATION

• Salary Range: $121,000-$150,000
• Performance-Based Bonuses
• Relocation Assistance: No

SCHEDULE

• Monday-Thursday: 8:45 AM-5:00 PM
• Friday: 8:45 AM-2:30 PM Assuming All High-Priority Tasks And Work Are Completed
• Paid Lunch Hours
• Onsite In Buffalo Grove, IL

FINANCIAL & RETIREMENT PLANNING

• Prepare Comprehensive Financial Plan Recommendations
• Develop Robust Retirement Income Plans And Retirement Plan Tracking
• Prepare Investment Portfolio Summaries And Asset Allocation Analyses
• Prepare And Analyze Financial Planning Reports
• Utilize Tax Planning Software To Assess Client Tax Situations And Strategies
• Run, Review And Compare Annuity Illustrations
• Run, Review And Compare Life Insurance Illustrations
• Run, Review And Compare Long-Term Care Illustrations
• Complete Additional Financial Planning Analyses And Services As Needed

CLIENT RELATIONSHIP MANAGEMENT

• Serve As The Main Point Of Contact For Assigned Clients
• Service Client Needs, Requests, Questions And Updates
• Meet Regularly With Clients To Develop Trusting And Supportive Relationships
• Conduct Regular Client Reviews According To The Assigned Service Model
• Proactively Check In With Clients Throughout The Year
• Manage Client Meeting Follow-Up And Ongoing Planning Needs
• Help Ensure Client Needs Are Addressed Responsively And Accurately

TEAM COLLABORATION

• Work Within A Team-Based Pod Structure
• Collaborate With Lead Advisors And Other Team Members On Client Cases
• Assist With Data Input And Development Of Comprehensive Retirement Plans
• Support A Broad Range Of Financial Planning Needs And Calculations
• Support Existing-Client Opportunities Including Additional Assets And Cross-Sale Opportunities

BENEFITS & PERKS

• Performance-Based Bonuses
• Paid Time Off
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• 401(k) Company Matching Program
• Mentoring From Firm Owners And Senior Advisors
• Career Growth And Advancement Opportunities
• Paid Lunch Hours
• Supportive, Family-Oriented Company Culture
• Unlimited Snacks And Drinks In The Office
• Access To A Starbucks Coffee Machine During Workweek Shifts

Requirements

• Minimum 3 Years Of Experience Working Directly With Clients As A Financial Planner REQUIRED
• Active Series 65 Or Series 66 License REQUIRED
• Bachelor's Degree From An Accredited College Or University REQUIRED
• CFP Designation Must Be Obtained Within 2 Years Of Hire If Not Already Held REQUIRED
• Life Insurance License Must Be Obtained Within 6 Months Of Hire If Not Already Held REQUIRED
• Strong Financial And Retirement Planning Skills REQUIRED
• Very Strong Microsoft Excel Experience REQUIRED
• Strong Attention To Detail And Accuracy REQUIRED
• Ability To Manage Multiple Items And Projects Simultaneously REQUIRED
• Strong Client Relationship-Building Skills REQUIRED
• Ability To Work Onsite In Buffalo Grove, IL REQUIRED

PREFERRED

• Current CERTIFIED FINANCIAL PLANNER™ (CFP) Designation
• Current Life Insurance License