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 jobs.libertyvilleil@expresspros.com