Lead Financial Planner / Service Advisor

Buffalo Grove, IL (In-Person)
Full-Time

About the Opportunity

An established and growing wealth management firm serving the greater Chicago area for over 20 years is seeking an experienced Lead Financial Planner / Service Advisor to join its collaborative advisory team.

This is an excellent opportunity for a motivated Financial Advisor who is passionate about retirement planning, comprehensive wealth management, and building meaningful long-term client relationships. The firm operates in a team-based “pod” structure and oversees approximately $350M in assets for 700+ families.

This role is primarily focused on financial planning and client service, with limited prospecting responsibilities.

Position Overview

The Lead Planner / Service Advisor serves as the primary relationship manager for assigned clients and delivers holistic financial planning solutions. This position requires strong analytical skills, attention to detail, and a passion for helping clients achieve financial security.

Key Responsibilities

• Serve as the main point of contact for assigned clients

• Prepare comprehensive financial planning recommendations

• Develop and track retirement income plans

• Create investment portfolio summaries and asset allocation analyses

• Analyze and prepare financial planning reports

• Utilize tax planning software to evaluate strategies

• Review insurance illustrations (life, annuities, long-term care)

• Conduct regular client review meetings

• Collaborate with advisors and team members on client cases

• Proactively maintain client relationships and follow-ups

Required Qualifications

• Minimum 3 years of direct client-facing experience as a Financial Planner

• Series 65 or Series 66 license (Required)

• Bachelor’s degree from an accredited institution

• Strong Microsoft Excel proficiency

• Highly detail-oriented and accurate

• Ability to manage multiple projects and deadlines simultaneously

• Professional, friendly, and relationship-focused demeanor

Preferred Qualifications

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

• CFP designation must be obtained within 2 years of hire if not currently held

• Life Insurance License (must obtain within 6 months if not currently licensed)

What We’re Looking For

• Strong passion for financial and retirement planning

• Analytical mindset with comfort working in spreadsheets and planning tools

• Ability to build and maintain trusting client relationships

• Collaborative team player

• Organized and proactive in managing client needs

Benefits

• Performance-based bonus opportunities

• 401(k) with company matching

• Health, dental, and vision insurance

• Paid time off

• Mentorship and professional development support

• Growth and advancement opportunities

• Supportive, team-oriented culture

Work Location: Buffalo Grove, IL (In-person)
 Relocation required prior to start