Lead Financial Planner — Client Strategy & Retirement

Virgo & Aries LLC; Chicago (IL); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Paid time off

Health, dental, and vision insurance

401(k) with company match

Mentorship and professional developm.

In‑office snacks and premium coffee

Job summary

VIRGO AND ARIES LLC in Chicago, IL seeks a Lead Financial Planner to provide comprehensive financial and retirement planning services with a strong focus on client relationships. This is a non-sales role emphasizing analysis, planning, and collaboration with Lead Advisors.

Required: 3+ years of financial planning experience, Series 65 or 66, and a Bachelor's degree. CFP designation preferred; license in life insurance is a plus. On-site, full-time with competitive compensation and benefits.

Qualifications

• 3+ years of financial planning experience with direct client interaction.
• CFP® designation preferred; must be obtained within 2 years of hire.
• Life Insurance license preferred; must be obtained within 6 months of hire.
• Bachelor’s degree from an accredited institution.

Responsibilities

• Serve as the primary contact for assigned clients.
• Respond to client questions, requests, and follow-ups.
• Prepare comprehensive financial and retirement plans.
• Analyze investments, asset allocation, and financial data.
• Conduct client meetings and periodic financial reviews.
• Use tax-planning tools to evaluate strategies and scenarios.
• Prepare illustrations for annuities, life insurance, and long-term care.
• Complete financial analyses and planning projects as needed.
• Collaborate with advisors and team members on client cases.
• Maintain proactive communication and exceptional client service.

Skills

Financial planning

Client relationship management

Analytical skills

Advanced Microsoft Excel

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

VIRGO AND ARIES LLC in Chicago, IL seeks a Lead Financial Planner to provide comprehensive financial and retirement planning services with a strong focus on client relationships. This is a non-sales role emphasizing analysis, planning, and collaboration with Lead Advisors.

Required: 3+ years of financial planning experience, Series 65 or 66, and a Bachelor's degree. CFP designation preferred; license in life insurance is a plus. On-site, full-time with competitive compensation and benefits.