Lead Financial Planner & Client Advisor – Wealth Management

A financial advisory firm is seeking a Lead Planner/Service Advisor in Buffalo Grove, IL. This non-sales role focuses on delivering comprehensive financial planning and client relationship management. Candidates must possess a Series 65 or Series 66 license and have at least three years of client-facing experience as a Financial Planner. The position offers mentorship and growth opportunities along with a competitive salary and benefits including health insurance and 401(k) matching. #J-18808-Ljbffr