Lead Financial Planner – Retirement & Client Advisory

Purple Cow Recruiting; Buffalo Grove (IL); On-site; USD 121,000 - 150,000; Full time

Benefits offered by this job

Performance-based bonuses

Health Insurance

401(k)

401(k) Company Matching

Paid Time Off

Career Growth Opportunities

Mentoring From Firm Owners

Job summary

Heartline Staffing is seeking a Financial Planner - Lead for a full-time, onsite role in Buffalo Grove, IL. You will act as the main client contact, delivering comprehensive financial and retirement planning while nurturing long-term relationships.

The position emphasizes non-sales planning, team collaboration, and delivering precise analyses with strong Excel and data skills. Onsite work in Buffalo Grove, IL, with salary range announced.

Qualifications

• 3+ years of experience directly with clients as a Financial Planner.
• Strong financial and retirement planning skills.
• Active Series 65 or 66 required; Life Insurance license within 6 months if not held.

Responsibilities

• Prepare comprehensive financial plan recommendations.
• Develop retirement income plans and track retirement plans.
• Prepare investment portfolio summaries and asset allocation analyses.
• Analyze financial planning reports and tax strategies.
• Run and compare annuity, life insurance, and long-term care illustrations.
• Maintain primary contact with assigned clients and review regularly.
• Collaborate with Lead Advisors and team members on client cases.

Skills

Client relationship-building

Excel proficiency

Attention to detail

Multi-tasking

Financial planning

Education

Bachelor's degree

CFP designation

Life Insurance License

Tools

Excel

Job description

Heartline Staffing is seeking a Financial Planner - Lead for a full-time, onsite role in Buffalo Grove, IL. You will act as the main client contact, delivering comprehensive financial and retirement planning while nurturing long-term relationships.

The position emphasizes non-sales planning, team collaboration, and delivering precise analyses with strong Excel and data skills. Onsite work in Buffalo Grove, IL, with salary range announced.