Lead Financial Planner & Wealth-Management Team Lead

CyberCoders; Buffalo Grove (IL); On-site; USD 100,000 - 165,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k w/ match

PTO

Excellent work-life balance

Job summary

CyberCoders is seeking a seasoned Lead Financial Planner to drive client-centered wealth planning for affluent clients in the greater Chicago area. The role combines technical planning expertise with client relationship leadership and practice management to grow AUM and maintain fiduciary standards.

The Lead Financial Planner will oversee comprehensive financial plans, mentor planners, and coordinate with CPAs/attorneys while ensuring regulatory compliance and effective fee structures.

Qualifications

• Minimum 3+ years of experience as a financial planner or wealth advisor.
• Series 65 license required; Series 66 or Series 7 is a strong plus; FINRA registration experience preferred.
• CFP designation is nice to have.
• Bachelor's degree in finance, accounting, economics, or related field; advanced degree is a plus.

Responsibilities

• Lead the development and delivery of comprehensive financial plans for high-net-worth and mass-affluent clients, integrating investment, retirement, tax, estate, insurance, and cash flow strategies.
• Manage and mentor a team of financial planners and support staff, providing training, review of planning work, and performance feedback to ensure high-quality advice.
• Serve as the primary contact for complex client relationships, conducting reviews, adapting plans to life changes, and coordinating with CPAs and attorneys as needed.
• Oversee portfolio implementation and rebalancing in partnership with investment teams; monitor AUM growth and optimize fee relationships.
• Ensure regulatory compliance and adherence to CFP Board standards and FINRA rules where applicable.
• Lead business development and client retention initiatives, participate in prospect meetings, and contribute to marketing and referral programs.
• Design scalable planning delivery processes and tools, including model plan templates, client reporting, and CRM integration.
• Evaluate and coordinate insurance solutions (life, annuities, long-term care) with licensed producers.

Skills

Client relationship management

Leadership

Communication

Project management

Regulatory compliance

Education

Bachelor's degree in Finance/Accounting/Economics

Advanced degree (MBA/MS)

Job description

CyberCoders is seeking a seasoned Lead Financial Planner to drive client-centered wealth planning for affluent clients in the greater Chicago area. The role combines technical planning expertise with client relationship leadership and practice management to grow AUM and maintain fiduciary standards.

The Lead Financial Planner will oversee comprehensive financial plans, mentor planners, and coordinate with CPAs/attorneys while ensuring regulatory compliance and effective fee structures.