Lead Financial Planner - Holistic Wealth

Staffingine LLC

Buffalo Grove (IL)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Job summary

Staffingine LLC seeks a Financial Planner - Lead in Buffalo Grove, IL. The role serves as the main contact for assigned clients in our Holistic Wealth Management division, delivering comprehensive financial plans, retirement income strategies, and ongoing client reviews to ensure service excellence.

The position requires collaboration with advisors, preparation of investment analyses, tax considerations, and proactive client engagement throughout the year to meet client goals and maintain strong

Responsibilities

Serve as main contact for assigned clients in Holistic Wealth Management.
Provide service for client needs, requests, questions, and updates.
Prepare comprehensive financial plan recommendations.
Develop robust retirement income plans and retirement plan tracking.
Prepare investment portfolio summaries and asset allocation analyses.
Meet regularly with clients to build trusting relationships.
Prepare and analyze various financial planning reports.
Use tax planning software to assess client tax situations and strategies.
Review illustrations for annuities, life insurance, and LTC to choose best options.
Oversee preparation of various one-off analysis requests.
Handle other financial planning analyses and services as needed.
Collaborate with team members and advisors on client cases.
Conduct regular client reviews according to the Service Model.
Proactively check-in with clients to ensure all needs are met.

Job description

The position requires collaboration with advisors, preparation of investment analyses, tax considerations, and proactive client engagement throughout the year to meet client goals and maintain strong

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