Financial Planner - Lead

Position Title: Financial Planner - Lead (Confidential Client)

Location: Buffalo Grove, IL | On-site

Employment Type: Permanent

Compensation

• Salary: $121,000–$150,000


• Bonus: Competitive base salary with performance-based bonuses

Benefits

Health, dental, vision insurance; 401(k) with company matching program; competitive paid time off; mentoring from firm owners and senior advisor; career growth and advancement opportunities; supportive, family-oriented company culture; unlimited snacks and drinks available in-office; free coffee throughout your work week shifts.

Company Overview (Confidential)

Our Client is an established wealth management and financial planning firm that has served the Buffalo Grove & Chicago, IL area for over 20 years, serving families in multiple financial services and divisions. Their core team beliefs and mission: clients’ financial security and peace-of-mind is always the #1 focus; over-attentiveness and client responsiveness is of the highest importance; passion and enthusiasm for financial and retirement planning is built into the core of every person and everything they do; and it’s not about the money, it’s about connections, friendships, and relationships. They offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.

Position Summary

Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning? Our Client is seeking an experienced Financial Advisor to join their team as a Lead Planner / Service Advisor.

Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base. Each Service Advisor works closely as a member of a team-based “pod” structure managed by Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients; upon onboarding, they are transitioned to the Lead Planner / Service Advisor.

The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities. Utilizing the firm's exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.

Business hours: Monday – Thursday 8:45 am – 5:00 pm; Friday 8:45 am – 2:30 pm assuming all high priority tasks and work is completed; paid lunch hours. Work location: in person. Job type: full-time.

Primary Functions

• Serve as the main point of contact for all assigned clients in the Holistic Wealth Management division.


• Service all client needs, requests, questions, and updates


• Prepare comprehensive financial plan recommendations


• Prepare and develop robust retirement income plans and retirement plan tracking


• Prepare investment portfolio summaries and asset allocation analyses


• Meet regularly with clients to establish trusting, supportive relationships


• Prepare and analyze various financial planning reports


• Utilize tax planning software to assess client tax situations and tax strategies


• Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients


• Oversee preparation of various one-off analysis requests


• Handle a variety of other financial planning related analyses and services as needed


• Collaborate with team members and advisors on client cases


• Conduct regular client reviews according to their assigned Service Model


• Proactively check-in with clients throughout the year to ensure all client needs are met

Must-Haves

• 3+ years of experience working with clients as a Financial Planner required


• Series 65 or Series 66 license required


• Bachelor's Degree from an accredited college or university


• Strong passion for financial and retirement planning


• Enjoys working with numbers, spreadsheets and planning analysis


• Very strong Microsoft Excel experience and familiarity


• Highly detail-oriented and accurate


• Must be capable of multi-tasking and tracking multiple items/projects at the same time


• Friendly, outgoing, and able to build and maintain strong relationships


• Ability to relocate: Buffalo Grove, IL 60089: Relocate before starting work (Required)

Preferred Qualifications

• CERTIFIED FINANCIAL PLANNER™ preferred; CFP is a designation requirement to be obtained within 2 years from hire date


• Life Insurance license preferred; Life insurance license must be obtained within 6 months from hire date