Lead Financial Planner — Holistic Wealth & Retirement

HireReady Partners; Libertyville (IL); Presencial; USD 70 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive base salary with performance-based bonuses

Paid time-off

Health, dental, vision insurance

401(k) with company matching program

Mentoring from firm owners and senior advisor

Career growth and advancement opportunities

Family-oriented company culture

Unlimited snacks and drinks

Access to free Starbucks coffee

Resumo da oferta

A reputable financial services firm in Libertyville, IL is seeking a Financial Planner - Lead to enhance their Holistic Wealth Management division. This role requires 3+ years of client-focused financial planning experience and the ability to prepare comprehensive financial recommendations. Candidates should possess a Series 65 or 66 license, and a CFP designation is preferred. The position offers a competitive salary, comprehensive benefits, and opportunities for career growth in a supportive environment.

Qualificações

• 3+ years of experience working with clients as a Financial Planner.
• Strong passion for financial and retirement planning.
• CFP designation to be obtained within 2 years from hire date.

Responsabilidades

• Serve as the main point of contact for assigned clients.
• Prepare comprehensive financial plan recommendations.
• Conduct regular client reviews according to their assigned Service Model.

Conhecimentos

Client relationship management

Financial planning

Microsoft Excel

Detail-oriented

Multi-tasking

Formação académica

Bachelor's Degree

Descrição da oferta de emprego

A reputable financial services firm in Libertyville, IL is seeking a Financial Planner - Lead to enhance their Holistic Wealth Management division. This role requires 3+ years of client-focused financial planning experience and the ability to prepare comprehensive financial recommendations. Candidates should possess a Series 65 or 66 license, and a CFP designation is preferred. The position offers a competitive salary, comprehensive benefits, and opportunities for career growth in a supportive environment.