Lead Financial Planner & Client Advisor (Retirement)

Premier Global Links; Buffalo Grove (IL); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Paid lunch hours

Mentoring from leadership

Career growth

Team-oriented culture

Job summary

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 role focused on building long-term client relationships, developing retirement and investment plans, analyzing financial strategies, and supporting clients across a broad range of planning needs.

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

Analytical skills

Communication skills

Attention to detail

Time management

Financial planning knowledge

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

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 role focused on building long-term client relationships, developing retirement and investment plans, analyzing financial strategies, and supporting clients across a broad range of planning needs.