Lead Financial Planner & Client Advisor – Wealth Management

A financial services firm in Buffalo Grove, IL seeks a Lead Planner/Service Advisor to manage client relationships and deliver comprehensive financial planning. The ideal candidate has a Bachelor's degree, requisite licenses, and over three years of experience in client-facing roles. This non-sales position offers competitive compensation, strong mentorship, and numerous career advancement opportunities, along with a supportive work environment. #J-18808-Ljbffr