Financial Planner - Lead

Lead Financial Planner / Service Advisor

Lead Financial Planner / Service Advisor Buffalo Grove, IL (Onsite) | Full-Time | $121,000 – $150,000 Associate Level | 1 Opening A well-established wealth management and financial planning firm is seeking an experienced Lead Financial Planner / Service Advisor to join its growing team. This role is ideal for a client-focused financial planner who is passionate about comprehensive financial and retirement planning and enjoys building long-term, trust-based client relationships. The firm has served families across the greater Chicago area for over 20 years and provides a stable, supportive environment with strong leadership, training, and career growth opportunities. Position Overview The Lead Planner / Service Advisor is a primarily non-sales, client-facing role responsible for delivering holistic financial planning services and ongoing relationship management. Service Advisors work within a team-based "pod" structure, partnering closely with Lead Advisors who originate new client relationships. Once clients are onboarded, they transition to the Service Advisor for ongoing planning, servicing, and follow-up. While the role is not sales-driven, there are opportunities to grow relationships through additional assets and cross-service solutions with existing clients. Key Responsibilities Serve as the primary point of contact for assigned clients within the Holistic Wealth Management practice Deliver day-to-day financial planning support and respond to client inquiries, requests, and updates Prepare comprehensive financial plans, retirement income strategies, and retirement tracking Develop investment portfolio summaries and asset allocation analyses Conduct regular client meetings to build strong, long-term relationships Prepare and analyze financial planning reports and projections Utilize tax planning tools to evaluate client tax strategies and scenarios Run, compare, and review illustrations for annuities, life insurance, and long-term care solutions Manage one-off financial analyses and special planning requests Collaborate with advisors and internal team members on client cases Conduct scheduled client reviews aligned to assigned service models Proactively engage with clients throughout the year to ensure planning needs are met Requirements Requirements Required Qualifications 3+ years of experience working directly with clients as a Financial Planner Active Series 65 or Series 66 license (required) Bachelor's degree from an accredited college or university Strong proficiency with Microsoft Excel and financial analysis tools High attention to detail with the ability to manage multiple client cases simultaneously Strong interpersonal skills and a client-first mindset Preferred / Nice to Have CERTIFIED FINANCIAL PLANNER™ (CFP) designation If not currently held, must be obtained within 2 years of hire Life Insurance license If not currently held, must be obtained within 6 months of hire Benefits Compensation & Benefits Competitive base salary with performance-based bonuses Health, dental, and vision insurance 401(k) with company matching program Paid time off and paid lunch hours Mentorship from senior advisors and firm leadership Clear career growth and advancement opportunities Supportive, collaborative, and family-oriented culture Onsite perks including complimentary snacks, beverages, and premium coffee