Financial Planner
calqulateBuffalo Grove, IL
Financial Planner
calqulateBuffalo Grove, ILSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInsurance Agencies and Brokerages
APPLY NOW (opens in a new tab)About the job: Financial Planner Financial Planner - Lead
Location: Buffalo Grove, IL | In-Person
Schedule: Monday-Thursday, 8:45 AM-5:00 PM; Friday, 8:45 AM-2:30 PM
Experience: 3+ Years
Education: Bachelor's Degree Required
Industry: Financial Services / Wealth Management
Compensation: Base + Performance-Based Bonus
Employment Type: Full-Time
Position: 1Relocation Assistance: Not Available
Visa Sponsorship: Not Available
About the Opportunity:
Our recruiting firm is conducting a confidential search for an experienced Financial Planner to join an established and growing wealth management organization. This is an excellent opportunity for a client-focused financial professional who enjoys building long-term relationships and providing comprehensive financial and retirement planning guidance. The position is primarily planning and client-service focused rather than sales-driven, with the opportunity to identify additional planning and investment needs among existing clients.
Must-Haves:
- 3+ years of direct client-facing Financial Planning experience
- Series 65 or Series 66 - required
- Bachelor's degree - required
- Strong knowledge of comprehensive financial and retirement planning
- Strong Excel and financial analysis skills
- Excellent attention to detail and organization
- Ability to manage multiple client relationships and priorities
- Strong communication and relationship-building skills
Preferred:
- CFP® designation
- Life Insurance license
- Experience with retirement income planning, investment analysis, tax planning, insurance analysis, and wealth management
What You'll Do:
- Serve as a primary point of contact for an assigned client base.
- Develop and present comprehensive financial plans and retirement income strategies.
- Conduct client meetings, reviews, and ongoing planning conversations.
- Analyze investment portfolios, asset allocation, and financial planning scenarios.
- Perform retirement, tax, insurance, and other financial analyses.
- Identify opportunities to improve clients' financial strategies and overall financial well-being.
- Collaborate with senior advisors and other members of the planning team on client cases.
- Proactively communicate with clients and ensure their ongoing needs are addressed.
- Maintain accurate, detailed, and timely client planning records.
- Why Consider This Opportunity?base salary + performance-based bonus
- Strong work-life balance with an abbreviated Friday schedule
- Health, dental, and vision insurance 401(k) with company match
- Paid time off
- Mentorship from experienced financial professionals
- Career advancement opportunities
- Collaborative, relationship-focused culture with unlimited snacks and Starbucks coffee
- Stable and growing wealth management organization
- Confidential SearchThis opportunity is being managed by a recruiting firm on behalf of a confidential wealth management client. Additional information about the organization will be shared with qualified candidates during the interview process.
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Level
Senior L5
Location
Buffalo Grove, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today