Lead Planner & Service Advisor — Wealth Planning Pro (Onsite)

A wealth management firm in Buffalo Grove is seeking a Lead Planner / Service Advisor to manage client relationships and deliver comprehensive financial planning. The ideal candidate will have over 3 years of experience in financial planning, a Bachelor's degree, and licenses including Series 65 or 66. Responsibilities include leading client meetings, building financial strategies, and ensuring exceptional client service. This role offers a competitive salary range of $90,000 to $100,000 annually plus bonuses, in a supportive and structured environment. #J-18808-Ljbffr