Work Staff
PostJobMatches By WorkStaff USA is a leading staffing agency in the job placement industry, providing top-notch professionals to facilities across the country. Our team of experienced recruiters work together to match the best candidates with the right job opportunities.
Lead Financial Planner - Onsite 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.
Who We Are Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning?
Our firm is seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3+ years of relevant experience.
We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee approximately $350 million in total assets and serve approximately 700 families in multiple financial services and divisions.
Our Core Beliefs and Mission
Our clients’ financial security and peace-of-mind is always our #1 focus
Over-attentiveness and client responsiveness is of the highest importance
Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do
It’s not about the money, it’s about connections, friendships, and relationships. Our clients are like family to us
We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.
Job Summary Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.
Each Service Advisor works closely as a member of our team-based “pod” structure managed by our Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor.
The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities.
Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.
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)
Work Location: Onsite/In person
Job Details
Experience level: Associate
Experience required: 3 Years
Education level: Bachelor’s degree
Job function: Finance
Industry: Financial Services
Compensation: $121,000 - $150,000
Total position: 1
Visa sponsorship eligibility: No
Let's Get You Hired!
Compensation:
$121,000-$150,000 per year
#J-18808-Ljbffr
Lead Financial Planner - Onsite 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.
Who We Are Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning?
Our firm is seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3+ years of relevant experience.
We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee approximately $350 million in total assets and serve approximately 700 families in multiple financial services and divisions.
Our Core Beliefs and Mission
Our clients’ financial security and peace-of-mind is always our #1 focus
Over-attentiveness and client responsiveness is of the highest importance
Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do
It’s not about the money, it’s about connections, friendships, and relationships. Our clients are like family to us
We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.
Job Summary Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.
Each Service Advisor works closely as a member of our team-based “pod” structure managed by our Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor.
The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities.
Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.
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)
Work Location: Onsite/In person
Job Details
Experience level: Associate
Experience required: 3 Years
Education level: Bachelor’s degree
Job function: Finance
Industry: Financial Services
Compensation: $121,000 - $150,000
Total position: 1
Visa sponsorship eligibility: No
Let's Get You Hired!
Compensation:
$121,000-$150,000 per year
#J-18808-Ljbffr