Lead Financial Planner & Client Advisory Specialist

A financial services firm in Buffalo Grove seeks a Lead Planner / Service Advisor to manage client relationships and provide comprehensive financial planning. The ideal candidate has over 3 years of experience in financial planning, holds a Series 65 or 66 license, and preferably a CFP designation. This role offers a competitive salary, performance-based bonuses, and a supportive company culture with growth opportunities. #J-18808-Ljbffr