Boutique Recruiting
Lead Planner / Service Advisor
Boutique Recruiting, Buffalo Grove, Illinois, United States, 60089
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Lead Planner / Service Advisor
role at
Boutique Recruiting .
A holistic, fiduciary-driven wealth management firm based in Buffalo Grove, IL, is adding a high-caliber Lead Planner / Service Advisor to support a rapidly growing client base and elevate the planning experience across Chicagoland. This role owns the client relationship after onboarding, delivering retirement planning, tax‑efficient income strategies, investment analysis, insurance planning, and ongoing financial guidance. You’ll serve as the primary point of contact, run client review meetings, build plans, prepare reports, and support a professional “pod” team in a fully fiduciary, evidence‑based planning environment. They’re looking for a disciplined, client‑focused planner who thrives in a structured, high‑touch setting and delivers consistent excellence.
Base pay range $90,000.00/yr - $100,000.00/yr
Salary Range:
$90,000 - $100,000 Base Salary / Year DOE + Annual bonus opportunity
Lead Planner / Service Advisor Responsibilities
Serve as the main point of contact for an assigned book of middle‑class to upper‑middle‑class pre‑retiree and retiree clients
Build comprehensive financial and retirement plans, including income strategies, asset allocation, and Social Security optimization
Conduct investment analysis, tax‑efficient withdrawal modeling, and insurance planning
Prepare illustrations, planning reports, meeting summaries, and follow‑up action items
Lead and participate in client review meetings in person
Support the Lead Advisors within a collaborative “pod” structure
Answer client questions, resolve service needs, and provide proactive guidance
Maintain impeccable organization, documentation, and follow‑through
Use internal tools, tax planning software, and Microsoft Office to produce accurate deliverables
Identify opportunities for appropriate upsell/cross‑sell with existing clients
Lead Planner / Service Advisor Requirements
3+ years of financial planning experience
Bachelor’s degree
Series 65 or 66
Life Insurance License
High proficiency with Word, Outlook, and planning tools
Background in financial advisory / RIA environment
CFP preferred; must be willing to obtain within 2 years
Strong organization, follow‑through, and client‑service skills
Comfortable working 100% onsite and face‑to‑face with clients
Benefits
Comprehensive medical insurance
Dental and vision available
401(k) with company match
Generous PTO days + ~13 market holidays
Starbucks coffee, snacks, and a professional, friendly culture
CFP renewal & certification costs covered
Career growth into senior advisor roles
Early Friday Close if your work is complete
Stability
Apply now!
#J-18808-Ljbffr
Lead Planner / Service Advisor
role at
Boutique Recruiting .
A holistic, fiduciary-driven wealth management firm based in Buffalo Grove, IL, is adding a high-caliber Lead Planner / Service Advisor to support a rapidly growing client base and elevate the planning experience across Chicagoland. This role owns the client relationship after onboarding, delivering retirement planning, tax‑efficient income strategies, investment analysis, insurance planning, and ongoing financial guidance. You’ll serve as the primary point of contact, run client review meetings, build plans, prepare reports, and support a professional “pod” team in a fully fiduciary, evidence‑based planning environment. They’re looking for a disciplined, client‑focused planner who thrives in a structured, high‑touch setting and delivers consistent excellence.
Base pay range $90,000.00/yr - $100,000.00/yr
Salary Range:
$90,000 - $100,000 Base Salary / Year DOE + Annual bonus opportunity
Lead Planner / Service Advisor Responsibilities
Serve as the main point of contact for an assigned book of middle‑class to upper‑middle‑class pre‑retiree and retiree clients
Build comprehensive financial and retirement plans, including income strategies, asset allocation, and Social Security optimization
Conduct investment analysis, tax‑efficient withdrawal modeling, and insurance planning
Prepare illustrations, planning reports, meeting summaries, and follow‑up action items
Lead and participate in client review meetings in person
Support the Lead Advisors within a collaborative “pod” structure
Answer client questions, resolve service needs, and provide proactive guidance
Maintain impeccable organization, documentation, and follow‑through
Use internal tools, tax planning software, and Microsoft Office to produce accurate deliverables
Identify opportunities for appropriate upsell/cross‑sell with existing clients
Lead Planner / Service Advisor Requirements
3+ years of financial planning experience
Bachelor’s degree
Series 65 or 66
Life Insurance License
High proficiency with Word, Outlook, and planning tools
Background in financial advisory / RIA environment
CFP preferred; must be willing to obtain within 2 years
Strong organization, follow‑through, and client‑service skills
Comfortable working 100% onsite and face‑to‑face with clients
Benefits
Comprehensive medical insurance
Dental and vision available
401(k) with company match
Generous PTO days + ~13 market holidays
Starbucks coffee, snacks, and a professional, friendly culture
CFP renewal & certification costs covered
Career growth into senior advisor roles
Early Friday Close if your work is complete
Stability
Apply now!
#J-18808-Ljbffr