Logo
Together We Talent

Lead Financial Planner & Trusted Client Advisor

Together We Talent, Buffalo Grove, Illinois, United States, 60089

Save Job

A leading financial services firm in Buffalo Grove seeks an experienced Lead Financial Planner / Service Advisor. This non-sales role offers the chance to provide holistic financial planning services and build long-term relationships with clients. The ideal candidate should have at least 3 years of experience and must hold a Series 65 or 66 license. Competitive base salary plus bonuses, health benefits, a supportive culture, and mentorship opportunities are part of this attractive offer. #J-18808-Ljbffr