Financial Planner

We are seeking a Lead Planner / Service Advisor in Buffalo Grove, IL

Note: A Series 65 or 66 are required, along with a minimum of three years of experience working directly with clients as a Financial Planner.

Day-to-Day Job Function:

• Serve as the main point of contact for all assigned clients in our 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

What we seek in a candidate:

• 3+ years of experience working with clients as a Financial Planner required
• Series 65 or Series 66 license required
• 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
• 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

Position perks:

• Competitive base salary with performance-based bonuses
• Paid time-off
• Health, dental, vision insurance
• 401(k) with company matching program
• Mentoring from firm owners and senior advisor
• Career growth and advancement opportunities
• Competitive Paid time off
• Business Hours: Monday – Thursday 8:45 am – 5:00pm. Friday 8:45 am – 2:30 pm assuming all high priority tasks and work is completed. Paid lunch hours
• Supportive, family-oriented company culture
• Unlimited snacks and drinks available in - office
• Access to free Starbucks coffee machine throughout your work week shifts

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Financial planning: 3 years (Required)

License/Certification:

• Life Insurance License
• CFP (Preferred)
• Series 65 or 66 (Required)

Ability to Relocate:

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

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Pay: $120, $150,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Life insurance

Education:

• Bachelor's (Required)

Experience:

• Financial Planner required: 3 years (Required)

License/Certification:

• Series 65 or Series 66 license (Required)

Work Location: On the road