Job Description

Financial Planner - Lead

Location: Buffalo Grove, IL | In-Person

Schedule: Monday–Thursday, 8:45 AM–5:00 PM; Friday, 8:45 AM–2:30 PM

Experience: 3+ Years

Education: Bachelor's Degree Required

Industry: Financial Services / Wealth Management

Compensation: Base + Performance-Based Bonus

Employment Type: Full-Time

Position: 1

Relocation Assistance: Not Available

Visa Sponsorship: Not Available

About the Opportunity

Our recruiting firm is conducting a confidential search for an experienced Financial Planner to join an established and growing wealth management organization.

This is an excellent opportunity for a client-focused financial professional who enjoys building long-term relationships and providing comprehensive financial and retirement planning guidance.

The position is primarily planning and client-service focused rather than sales-driven, with the opportunity to identify additional planning and investment needs among existing clients.

Must-Haves

• 3+ years of direct client-facing Financial Planning experience
• Series 65 or Series 66 — required
• Bachelor's degree — required
• Strong knowledge of comprehensive financial and retirement planning
• Strong Excel and financial analysis skills
• Excellent attention to detail and organization
• Ability to manage multiple client relationships and priorities
• Strong communication and relationship-building skills

Preferred:

• CFP® designation
• Life Insurance license
• Experience with retirement income planning, investment analysis, tax planning, insurance analysis, and wealth management

What You'll Do

• Serve as a primary point of contact for an assigned client base.
• Develop and present comprehensive financial plans and retirement income strategies.
• Conduct client meetings, reviews, and ongoing planning conversations.
• Analyze investment portfolios, asset allocation, and financial planning scenarios.
• Perform retirement, tax, insurance, and other financial analyses.
• Identify opportunities to improve clients' financial strategies and overall financial well-being.
• Collaborate with senior advisors and other members of the planning team on client cases.
• Proactively communicate with clients and ensure their ongoing needs are addressed.
• Maintain accurate, detailed, and timely client planning records.

Why Consider This Opportunity?

• base salary + performance-based bonus
• Strong work-life balance with an abbreviated Friday schedule
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off
• Mentorship from experienced financial professionals
• Career advancement opportunities
• Collaborative, relationship-focused culture with unlimited snacks and Starbucks coffee
• Stable and growing wealth management organization

Confidential Search

This opportunity is being managed by a recruiting firm on behalf of a confidential wealth management client. Additional information about the organization will be shared with qualified candidates during the interview process.