Lead Financial Planner & Client Strategist

Premier Global Links; Buffalo Grove (IL); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses

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 in Buffalo Grove, IL, is seeking an experienced Lead Financial Planner / Service Advisor for an in-person, non-sales role focused on building long-term client relationships and delivering retirement and investment planning. You will advise on comprehensive plans, monitor portfolios, and collaborate with senior advisors.

The role emphasizes client service, analytical rigor, and detailed planning across retirement, taxes, and wealth management with strong Excel proficiency.

Qualifications

• 3+ years of experience 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
• Ability to manage multiple clients, projects, and deadlines
• Excellent communication and relationship-building skills
• 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.

Job description

Premier Global Links LLC in Buffalo Grove, IL, is seeking an experienced Lead Financial Planner / Service Advisor for an in-person, non-sales role focused on building long-term client relationships and delivering retirement and investment planning. You will advise on comprehensive plans, monitor portfolios, and collaborate with senior advisors.

The role emphasizes client service, analytical rigor, and detailed planning across retirement, taxes, and wealth management with strong Excel proficiency.