Financial Advisor

Financial Advisor – Lead Planner / Service Advisor

📍 Location: Buffalo Grove, IL 60089

💼 Employment: Full-Time | In Person

Job Summary

We are seeking an experienced Financial Advisor / Lead Planner / Service Advisor to join an established wealth management and financial planning firm serving the Buffalo Grove and Chicago, IL area.

This is primarily a non-sales financial planning and client service role, focused on developing comprehensive financial and retirement plans, analyzing investment and tax strategies, and building long-term relationships with assigned clients.

Key Responsibilities

• Serve as the primary point of contact for assigned clients within the Holistic Wealth Management division.
• Manage client needs, questions, requests, and account updates.
• Prepare comprehensive financial planning recommendations.
• Develop and monitor retirement income plans and retirement plan tracking.
• Prepare investment portfolio summaries and asset allocation analyses.
• Meet regularly with clients and build strong, trusted relationships.
• Prepare and analyze financial planning reports and recommendations.
• Utilize tax planning software to evaluate client tax situations and strategies.
• Review and compare illustrations for annuities, life insurance, and long-term care (LTC).
• Complete one-off financial planning analyses and special client requests.
• Conduct regular client reviews based on assigned service models.
• Proactively communicate with clients throughout the year to identify and address their needs.
• Collaborate with Lead Advisors and other team members on client cases.
• Identify opportunities involving additional assets and cross-selling of appropriate services to existing clients.
• Utilize proprietary financial planning software for data input, analysis, and development of comprehensive retirement plans.

Required Qualifications

• 3+ years of direct client-facing experience as a Financial Planner required.
• Series 65 or Series 66 required.
• Bachelor's degree from an accredited college or university.
• Strong knowledge of financial and retirement planning.
• Strong Microsoft Excel skills and comfort working with spreadsheets and financial analysis.
• Highly detail-oriented with strong accuracy.
• Ability to manage multiple clients, projects, and priorities simultaneously.
• Excellent communication and relationship-building skills.
• Friendly, professional, attentive, and client-focused approach.

Preferred Qualifications

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation preferred.
• CFP® designation must be obtained within 2 years of hire if not already held.
• Life Insurance License preferred; must be obtained within 6 months of hire if not already held.
• Strong interest in investment, retirement, tax, and holistic financial planning.