Lead Financial Planner

Financial Advisor - Lead Planner / Service Advisor Pay: $120,000 - $150,000 per year Location: Buffalo Grove, IL (In-person) About Our Client: Well-established wealth management firm serving the Buffalo Grove & Chicago area for 20+ years, managing $350M in assets for 700 families. Role Overview: As a Lead Planner / Service Advisor, you’ll provide comprehensive financial planning and maintain strong client relationships within our team-based structure. This is primarily a non-sales role focused on client service, though opportunities for additional asset growth exist. Key Responsibilities: Serve as primary contact for assigned clients Develop financial and retirement income plans Prepare investment summaries, tax strategies, and insurance illustrations Conduct client meetings and reviews Collaborate with advisors and team members Utilize proprietary planning software for analysis and reporting Requirements: 3+ years as a Financial Planner Series 65 or 66 license (required) CFP® preferred (or obtain within 2 years) Life Insurance license (or obtain within 6 months) Bachelor’s degree Strong Excel skills, detail-oriented, relationship-focused Perks & Benefits: Competitive salary + performance bonuses Health, dental, vision insurance 401(k) with company match Paid time off Mentorship and career growth opportunities Family-oriented culture, flexible Friday hours, and in-office perks Schedule: Mon-Thu: 8:45 am - 5:00 pm Fri: 8:45 am - 2:30 pm (with paid lunch) To apply, email resume to

Created: 2026-02-25