Financial Planner

About the Role

Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment.

This is primarily a non-sales financial planning role focused on building long-term client relationships, developing retirement and investment plans, analyzing financial strategies, and supporting clients across a broad range of planning needs. The ideal candidate is client-focused, detail-oriented, analytical, and passionate about financial and retirement planning.

Key Responsibilities

• Serve as the primary point of contact for assigned wealth management clients.
• Develop comprehensive financial plans and personalized recommendations.
• Prepare and monitor retirement income plans and retirement planning analyses.
• Prepare investment portfolio summaries and asset allocation analyses.
• Conduct regular client review meetings and proactively address client needs.
• Analyze financial planning reports and client-specific financial scenarios.
• Use tax planning tools to evaluate tax situations and potential strategies.
• Analyze insurance, annuity, life insurance, and long-term care options.
• Handle customized financial planning analyses and client requests.
• Collaborate with Lead Advisors and team members on client cases.
• Maintain accurate client information, follow-ups, and planning documentation.
• Identify appropriate additional planning or investment opportunities for existing clients when applicable.

Required Qualifications

• 3+ years of experience working directly with clients as a Financial Planner.
• Series 65 or Series 66 license required.
• Bachelor's degree from an accredited college or university.
• Strong knowledge of financial planning and retirement planning.
• Excellent analytical, numerical, and problem-solving skills.
• Strong Microsoft Excel skills.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple clients, projects, and deadlines simultaneously.
• Excellent communication and relationship-building skills.
• Strong commitment to client service and financial planning.

Preferred Qualifications

• CERTIFIED FINANCIAL PLANNER (CFP) certification preferred.
• Candidates without the CFP designation must be willing to obtain it within 2 years of hire.
• Life Insurance License preferred; must be obtained within 6 months of hire if not already held.
• Experience with tax planning, investment analysis, retirement income planning, or wealth management.

Compensation & Benefits

• Competitive base salary
• Performance-based bonuses
• Health, dental, and vision insurance
• 401(k) with company matching
• Paid time off
• Paid lunch hours
• Mentoring from firm owners and senior advisors
• Career growth and advancement opportunities
• Supportive, team-oriented workplace culture

Work Schedule

Monday–Thursday: 8:45 AM–5:00 PM
Friday: 8:45 AM–2:30 PM, assuming high-priority work is completed

This is an in-person position in Buffalo Grove, Illinois. Candidates must be able to relocate to or reliably work from Buffalo Grove before starting.

Equal Opportunity Employer: Premier Global Links LLC is committed to providing equal employment opportunities to all qualified applicants.