Financial Planner - Lead

Virgo & Aries LLC; Town of Springfield (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Performance bonuses

Paid time off

Health insurance

401(k) with company match

Mentorship and professional developm​e

Lunch hours

In-office snacks

Job summary

VIRGO AND ARIES LLC in Buffalo, IL is seeking a Financial Planner – Lead with 3+ years of experience to deliver comprehensive financial planning and client service onsite. This role emphasizes retirement planning, analysis, and collaboration with Lead Advisors.

The ideal candidate holds Series 65/66; CFP is preferred and must be obtained within 2 years of hire. Life Insurance license is preferred and should be obtained within 6 months of hire. Competitive salary and benefits are offered.

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

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

Financial planning

Client interaction

Analytical skills

Excel

Attention to detail

Education

Bachelor’s Degree

Tools

Excel

Job description

Springfield, United States | Posted on 09/07/2026

VIRGO AND ARIES LLC was founded to help individuals and small businesses thrive by connecting talent with opportunity. Our mission is to empower entrepreneurs, professionals, and business owners with tailored solutions that support growth, success, and career development.

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

Position located onsite in Buffalo, IL 60089

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.

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