Lead Financial Planner & Client Advisor

Premier Global Links LLC; Buffalo Grove (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company matching

Paid time off

Mentoring from firm owners and senior

Job summary

Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to deliver comprehensive financial planning and ongoing client service within an established wealth management environment. This in-person role focuses on building long-term client relationships, retirement and investment planning, and analytical support across planning needs.

The ideal candidate is client-focused, detail-oriented, analytical, and passionate about financial and retirement planning, with a

Qualifications

• 3+ years of experience working directly with clients as a Financial Planner.
• Series 65 or Series 66 license required.
• Bachelor's degree from an accredited college or university.
• Strong knowledge of financial planning and retirement planning.
• Excellent analytical, numerical, and problem-solving skills.
• Strong Microsoft Excel skills.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple clients, projects, and deadlines simultaneously.
• Excellent communication and relationship-building skills.
• Strong commitment to client service and financial planning.

Responsibilities

• Serve as the primary point of contact for assigned wealth management clients.
• Develop comprehensive financial plans and personalized recommendations.
• Prepare and monitor retirement income plans and retirement planning analyses.
• Prepare investment portfolio summaries and asset allocation analyses.
• Conduct regular client review meetings and proactively address client needs.
• Analyze financial planning reports and client-specific financial scenarios.
• Use tax planning tools to evaluate tax situations and potential strategies.
• Analyze insurance, annuity, life insurance, and long-term care options.
• Handle customized financial planning analyses and client requests.
• Collaborate with Lead Advisors and team members on client cases.
• Maintain accurate client information, follow-ups, and planning documentation.
• Identify appropriate additional planning or investment opportunities for existing clients when applicable.

Skills

Client-facing experience

Series 65/66 license

Excel skills

Analytical skills

Communication skills

Education

Bachelor's degree

Job description

About the Role

Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment.

This is primarily a non-sales financial planning rolefocused on building long-term client relationships, developing retirement and investment plans, analyzing financial strategies, and supporting clients across a broad range of planning needs. The ideal candidate is client-focused, detail-oriented, analytical, and passionate about financial and retirement planning.

Key Responsibilities

• Serve as the primary point of contact for assigned wealth management clients.
• Develop comprehensive financial plans and personalized recommendations.
• Prepare and monitor retirement income plans and retirement planning analyses.
• Prepare investment portfolio summaries and asset allocation analyses.
• Conduct regular client review meetings and proactively address client needs.
• Analyze financial planning reports and client-specific financial scenarios.
• Use tax planning tools to evaluate tax situations and potential strategies.
• Analyze insurance, annuity, life insurance, and long-term care options.
• Handle customized financial planning analyses and client requests.
• Collaborate with Lead Advisors and team members on client cases.
• Maintain accurate client information, follow-ups, and planning documentation.
• Identify appropriate additional planning or investment opportunities for existing clients when applicable.

Required Qualifications

• 3+ years of experience working directly with clients as a Financial Planner.
• Series 65 or Series 66 license required.
• Bachelor's degree from an accredited college or university.
• Strong knowledge of financial planning and retirement planning.
• Excellent analytical, numerical, and problem-solving skills.
• Strong Microsoft Excel skills.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple clients, projects, and deadlines simultaneously.
• Excellent communication and relationship-building skills.
• Strong commitment to client service and financial planning.

Preferred Qualifications

• CERTIFIED FINANCIAL PLANNER (CFP®) certification preferred.
• Candidates without the CFP® designation must be willing to obtain it within 2 years of hire.
• Life Insurance License preferred; must be obtained within 6 months of hireif not already held.
• Experience with tax planning, investment analysis, retirement income planning, or wealth management.

Compensation & Benefits

• Competitive base salary
• Performance-based bonuses
• Health, dental, and vision insurance
• 401(k) with company matching
• Paid time off
• Paid lunch hours
• Mentoring from firm owners and senior advisors
• Career growth and advancement opportunities
• Supportive, team-oriented workplace culture

Work Schedule

Monday–Thursday: 8:45 AM–5:00 PM
Friday: 8:45 AM–2:30 PM, assuming high-priority work is completed

This is an in-person position in Buffalo Grove, Illinois. Candidates must be able to relocate to or reliably work from Buffalo Grove before starting.

Equal Opportunity Employer:Premier Global Links LLC is committed to providing equal employment opportunities to all qualified applicants.