On-Site Lead Financial Planner & Client Wealth Advisor

SGL Financial; Buffalo Grove (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

401(k) with company matching

Health insurance

Vision insurance

Unlimited snacks and drinks

Mentoring from firm owners

Career growth opportunities

Job summary

A financial planning firm is seeking a Lead Planner / Service Advisor in Buffalo Grove, Illinois. The candidate should have a passion for financial and retirement planning, with at least 3 years of experience as a Financial Planner and a CFP designation required within 2 years. Responsibilities include client relationship management, preparing financial plans, and providing support for a broad range of financial needs. This role offers a competitive base salary, performance bonuses, and a supportive work culture.

Qualifications

• 3+ years of experience as a Financial Planner.
• Strong Microsoft Excel experience and familiarity.
• Must obtain CFP within 2 years of hire.

Responsibilities

• Serve as main point of contact for all assigned clients.
• Prepare comprehensive financial plan recommendations.
• Conduct regular client reviews.

Skills

Financial Planning

Client Relationship Management

Microsoft Excel

Attention to Detail

Education

Bachelor’s Degree

CFP designation

Tools

Tax Planning Software

Job description

A financial planning firm is seeking a Lead Planner / Service Advisor in Buffalo Grove, Illinois. The candidate should have a passion for financial and retirement planning, with at least 3 years of experience as a Financial Planner and a CFP designation required within 2 years. Responsibilities include client relationship management, preparing financial plans, and providing support for a broad range of financial needs. This role offers a competitive base salary, performance bonuses, and a supportive work culture.