Lead Financial Planner — Client‑Focused Wealth Planning

Calqulate; Buffalo Grove (IL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Mentorship from experienced financials

Career advancement opportunities

Job summary

Calqulate, a leading wealth management firm, is seeking a Financial Planner to lead client engagements in Buffalo Grove, IL. The role focuses on comprehensive planning and relationship management, with a path to grow into senior advisory responsibilities.

You will develop tailored financial plans, conduct reviews, and collaborate with a planning team to deliver retirement strategies and tax analyses. This in-person, full-time position offers a base salary with performance bonuses and strong

Qualifications

• 3+ years of direct client-facing financial planning experience.
• Series 65 or Series 66 required.
• Bachelor's degree required.
• Strong knowledge of comprehensive financial and retirement planning.
• Excel and financial analysis skills.
• Excellent attention to detail and organization.
• Ability to manage multiple client relationships and priorities.
• Strong communication and relationship-building skills.

Responsibilities

• Serve as a primary point of contact for an assigned client base.
• Develop and present comprehensive financial plans and retirement income strategies.
• Conduct client meetings, reviews, and ongoing planning conversations.
• Analyze investment portfolios, asset allocation, and financial planning scenarios.
• Perform retirement, tax, insurance, and other financial analyses.
• Identify opportunities to improve clients' financial strategies and overall financial well-being.
• Collaborate with senior advisors and other members of the planning team on client cases.
• Proactively communicate with clients and ensure their ongoing needs are addressed.
• Maintain accurate, detailed, and timely client planning records.

Skills

Client-facing financial planning

Series 65/66

Strong communication

Relationship management

Attention to detail

Education

Bachelor's degree

Tools

Excel

Job description

Calqulate, a leading wealth management firm, is seeking a Financial Planner to lead client engagements in Buffalo Grove, IL. The role focuses on comprehensive planning and relationship management, with a path to grow into senior advisory responsibilities.

You will develop tailored financial plans, conduct reviews, and collaborate with a planning team to deliver retirement strategies and tax analyses. This in-person, full-time position offers a base salary with performance bonuses and strong