Together We Talent
Lead Financial Planner / Service Advisor
Buffalo Grove, IL (Onsite) | Full-Time | $121,000 – $150,000
Associate Level | 1 Opening
A well-established wealth management and financial planning firm is seeking an experienced
Lead Financial Planner / Service Advisor
to join its growing team. This role is ideal for a client-focused financial planner who is passionate about comprehensive financial and retirement planning and enjoys building long-term, trust-based client relationships.
The firm has served families across the greater Chicago area for over 20 years and provides a stable, supportive environment with strong leadership, training, and career growth opportunities.
Position Overview The Lead Planner / Service Advisor is a
primarily non-sales, client-facing role
responsible for delivering holistic financial planning services and ongoing relationship management. Service Advisors work within a team-based “pod” structure, partnering closely with Lead Advisors who originate new client relationships. Once clients are onboarded, they transition to the Service Advisor for ongoing planning, servicing, and follow-up.
While the role is not sales-driven, there are opportunities to grow relationships through additional assets and cross-service solutions with existing clients.
Key Responsibilities
Serve as the primary point of contact for assigned clients within the Holistic Wealth Management practice
Deliver day-to-day financial planning support and respond to client inquiries, requests, and updates
Prepare comprehensive financial plans, retirement income strategies, and retirement tracking
Develop investment portfolio summaries and asset allocation analyses
Conduct regular client meetings to build strong, long-term relationships
Prepare and analyze financial planning reports and projections
Utilize tax planning tools to evaluate client tax strategies and scenarios
Run, compare, and review illustrations for annuities, life insurance, and long-term care solutions
Manage one-off financial analyses and special planning requests
Collaborate with advisors and internal team members on client cases
Conduct scheduled client reviews aligned to assigned service models
Proactively engage with clients throughout the year to ensure planning needs met
Requirements Required Qualifications
3+ years of experience working directly with clients as a Financial Planner
Active
Series 65 or Series 66 license
(required)
Bachelor’s degree from an accredited college or university
Strong proficiency with Microsoft Excel and financial analysis tools
High attention to detail with the ability to manage multiple client cases simultaneously
Strong interpersonal skills and a client-first mindset
Preferred / Nice to Have
CERTIFIED FINANCIAL PLANNER™ (CFP) designation
If not currently held, must be obtained within 2 years of hire
Life Insurance license
If not currently held, must be obtained within 6 months of hire
Benefits
Competitive base salary with performance-based bonuses
Health, dental, and vision insurance
401(k) with company matching program
Paid time off and paid lunch hours
Mentorship from senior advisors and firm leadership
Clear career growth and advancement opportunities
Supportive, collaborative, and family-oriented culture
Onsite perks including complimentary snacks, beverages, and premium coffee
#J-18808-Ljbffr
Lead Financial Planner / Service Advisor
to join its growing team. This role is ideal for a client-focused financial planner who is passionate about comprehensive financial and retirement planning and enjoys building long-term, trust-based client relationships.
The firm has served families across the greater Chicago area for over 20 years and provides a stable, supportive environment with strong leadership, training, and career growth opportunities.
Position Overview The Lead Planner / Service Advisor is a
primarily non-sales, client-facing role
responsible for delivering holistic financial planning services and ongoing relationship management. Service Advisors work within a team-based “pod” structure, partnering closely with Lead Advisors who originate new client relationships. Once clients are onboarded, they transition to the Service Advisor for ongoing planning, servicing, and follow-up.
While the role is not sales-driven, there are opportunities to grow relationships through additional assets and cross-service solutions with existing clients.
Key Responsibilities
Serve as the primary point of contact for assigned clients within the Holistic Wealth Management practice
Deliver day-to-day financial planning support and respond to client inquiries, requests, and updates
Prepare comprehensive financial plans, retirement income strategies, and retirement tracking
Develop investment portfolio summaries and asset allocation analyses
Conduct regular client meetings to build strong, long-term relationships
Prepare and analyze financial planning reports and projections
Utilize tax planning tools to evaluate client tax strategies and scenarios
Run, compare, and review illustrations for annuities, life insurance, and long-term care solutions
Manage one-off financial analyses and special planning requests
Collaborate with advisors and internal team members on client cases
Conduct scheduled client reviews aligned to assigned service models
Proactively engage with clients throughout the year to ensure planning needs met
Requirements Required Qualifications
3+ years of experience working directly with clients as a Financial Planner
Active
Series 65 or Series 66 license
(required)
Bachelor’s degree from an accredited college or university
Strong proficiency with Microsoft Excel and financial analysis tools
High attention to detail with the ability to manage multiple client cases simultaneously
Strong interpersonal skills and a client-first mindset
Preferred / Nice to Have
CERTIFIED FINANCIAL PLANNER™ (CFP) designation
If not currently held, must be obtained within 2 years of hire
Life Insurance license
If not currently held, must be obtained within 6 months of hire
Benefits
Competitive base salary with performance-based bonuses
Health, dental, and vision insurance
401(k) with company matching program
Paid time off and paid lunch hours
Mentorship from senior advisors and firm leadership
Clear career growth and advancement opportunities
Supportive, collaborative, and family-oriented culture
Onsite perks including complimentary snacks, beverages, and premium coffee
#J-18808-Ljbffr