Lead Financial Planner & Client Services Advisor

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Mentoring from senior advisors

Job summary

Premier Global Links LLC in Buffalo Grove, Illinois, seeks an experienced Lead Financial Planner / Service Advisor to deliver comprehensive financial planning and ongoing client service within an established wealth management environment. The role emphasizes deep client relationships, retirement and investment planning, and analytical evaluation of strategies, with a non-sales focus.

The ideal candidate is client-focused, detail-oriented, and proficient with Excel and tax planning tools.

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 communication

Analytical thinking

Time management

Attention to detail

Multi-client management

Financial planning

Education

Series 65 or 66 license

Bachelor's degree

CFP certification preferred

Tools

Microsoft Excel

Job description

Premier Global Links LLC in Buffalo Grove, Illinois, seeks an experienced Lead Financial Planner / Service Advisor to deliver comprehensive financial planning and ongoing client service within an established wealth management environment. The role emphasizes deep client relationships, retirement and investment planning, and analytical evaluation of strategies, with a non-sales focus.

The ideal candidate is client-focused, detail-oriented, and proficient with Excel and tax planning tools.