Lead Financial Planner - Retirement & Client Advisory
Purple Cow Recruiting
Heartline Staffing is seeking a Financial Planner - Lead for a full-time, onsite role in Buffalo Grove, IL. You will act as the main client contact, delivering comprehensive financial and retirement planning while nurturing long-term relationships. The position emphasizes non-sales planning, team collaboration, and delivering precise analyses with strong Excel and data skills. Onsite work in Buffalo Grove, IL, with salary range announced. #J-18808-Ljbffr Purple Cow Recruiting
- Virgo & Aries LLC in Buffalo Grove, IL, seeks a Lead Financial Planner to deliver comprehensive financial and retirement planning for high-net clients while building lasting relationships. This is a non-sales role focusing on analysis, planning, and collaboration with...Retirement
- ...Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth... ...term client relationships, developing retirement and investment plans, analyzing...Retirement
$121k - $150k
...Financial Planner - Lead Heartline Staffing is recruiting an experienced Financial... ...comprehensive financial and retirement plans while building long-term, trusted client relationships. The firm has... ...a team-based structure. New advisory clients are sourced and onboarded...RetirementWork at office- ...Description Job Description Financial Advisor / Financial Planner – Buffalo Grove, IL... ...building long-term client relationships and providing... ...comprehensive financial and retirement planning. This position is... ...within an established advisory environment. No relocation...RetirementFull timeRelocationVisa sponsorship
- Staffingine LLC seeks a Financial Planner - Lead in Buffalo Grove, IL. The role serves as the main contact for assigned clients in our Holistic Wealth Management division, delivering comprehensive financial plans, retirement income strategies, and ongoing client reviews...Retirement
- ...in Buffalo Grove, IL is seeking an experienced Financial Planner - Lead to serve as the primary contact for clients within the Holistic Wealth Management division. You will develop comprehensive financial and retirement plans while building long-term client relationships...Retirement
- Job Title: Financial Planner - Lead Job Location: Buffalo Grove, IL Job Type: Full-Time Job Description... ...point of contact for all assigned clients in our Holistic Wealth Management... ...recommendations Prepare and develop robust retirement income plans and retirement plan...RetirementFull time
- ...Financial Planner Lead Position: Financial Planner Lead Experience Level: Associate Experience... ...a minimum of three years of direct client-facing experience as a Financial... ...provides comprehensive financial and retirement planning services while building strong...RetirementFull timeWork at officeRelocation package
$121k - $150k
...Financial Planner - Lead Buffalo Grove, IL | Onsite | Full-Time | Financial Services Elizabeth... ...in Buffalo Grove, Illinois. This client-facing position serves as a Lead Planner... ...providing comprehensive financial and retirement planning while developing and...RetirementFull timeWork at officeRelocation packageShift work- Lead Financial Planner Company Overview We are a full-service, holistic Wealth Management firm that... ...seasoned Lead Financial Planner to drive client-centered wealth planning. The Lead... ...affluent clients, integrating investment, retirement, tax, estate, insurance, and cash flow...Retirement
$91k - $110k
...Lead Sales Advisor | Financial Planning & Wealth Management Heartline Staffing... ...enjoys meeting prospective clients, building trust, and helping... ...experience. Unlike many advisory firms, this role does not... ...Management Experience REQUIRED ~ Retirement Planning Experience...RetirementRelocation package- GCB Services LLC in Buffalo Grove, IL seeks a Lead Planner / Service Advisor to deliver comprehensive financial planning for a growing client base, maintain trusted relationships, and coordinate with a pod of advisors. The role is primarily non-sales for daily planning,...
- JPMorganChase is seeking a Private Client Banker to serve a select group of affluent clients within a Branch Banking family. You will... ...will collaborate with specialists to fulfill clients’ complex financial needs while ensuring convenient access to accounts and services...
- ...Description Posted Monday, July 13, 2026 at 8:00 AM Lead with Purpose. Partner with Impact. Client Relations Associate will be responsible for delivering... ...preparation, including performance reports and financial planning materials Generate client reports and assist...Work at office
- Mowery & Schoenfeld, LLC is adding a Client Advisory Services (CAS) Associate to our growing... ...Month-end close process Preparation of financial statements Client trainings on new... ...recording, etc.) Payroll accounting Retirement contributions processing Maintenance...RetirementInternshipWork at officeImmediate start
- ...Description Job Description Lead Sales Advisor... ...We are looking for a client-focused Lead Sales... ...qualified prospects, provide financial planning... ...Present customized retirement, investment, and income... ...wealth management, or advisory services. ~ Bachelors...RetirementFull time
- Kestra Financial in Lincolnshire, IL seeks a Service Advisor to deliver high‑quality client service, financial analysis, and portfolio management... ..., and collaborate with the Lead Advisor to implement... ...role emphasizes tax planning, retirement strategies, and strong client...Retirement
- ...Lead Sales Advisor Buffalo Grove, IL | Onsite | Full-Time | Financial Planning & Wealth Management Elizabeth... ...designed for an experienced client-facing advisor who... ...into long-term advisory relationships. Unlike... ...Recommendations Develop Initial Retirement Planning Strategies...RetirementFull timeRemote workWork from homeRelocation packageFlexible hours
- ...Lead Sales Advisor (Financial Planning & Wealth Management) Location... ...meeting prospective clients, building trust, and... ...team. Unlike many advisory firms, you will not... ...Develop initial retirement, investment, and income... ...Certified Financial Planner (CFP) designation...RetirementWork at officeRemote workWork from homeVisa sponsorshipRelocation packageMonday to ThursdayFlexible hours
- ...Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth... ...term client relationships, developing retirement and investment plans, analyzing...RetirementRelocation
- ...About the job Financial Planner Financial Planner - Lead Location: Buffalo Grove, IL | In-Person Schedule... ...an excellent opportunity for a client-focused financial professional... ...providing comprehensive financial and retirement planning guidance. The...RetirementFull timeRelocation package
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals... ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs... ...more Certified Financial Planner licensing support Fully...RetirementWork at office$65k - $85k
...Job Opportunity: Financial Planning Assistant Location:... ...Northwestern Mutual is a client-centric finance firm specializing... ...planning support to the advisory team through retirement analyses, investment... ...than business development or lead advisory responsibilities.RetirementFull timeWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...where you can help your clients achieve their goals... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs... ...Certified Financial Planner® licensing support2 Fully...RetirementFull timeContract workFor contractorsWork at office- CyberCoders is seeking a seasoned Lead Financial Planner to drive client-centered wealth planning for affluent clients in the greater Chicago area. The role combines technical planning expertise with client relationship leadership and practice management to grow AUM and...
$60k - $80k
...Advisors, A private wealth advisory practice of Ameriprise Financial Services LLC provided pay... ...caring environment where clients gain control, confidence,... ...recommendations, retirement planning, asset allocation... ...focus of this position is to lead the financial planning process...RetirementFull timePrivate practiceWork at office- Bank of America is recruiting for a client-focused team member to assist clients in the lobby with transactions, educating customers on self-service options and cross-selling solutions. You will work within an office-based culture with attendance requirements and flexibility...Work at office
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the... ...at: About Us Chase is a leading financial services firm, helping nearly... ...health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementImmediate startAfternoon shift
$23 - $25 per hour
...Lead Cook The Lead Cook is responsible for cooking and preparing food using standard... ...the position may vary by location based on client requirements and business needs.... ...resources. Additional benefits may include retirement savings plans like 401(k) and paid days off...RetirementHourly pay$96k - $140k
...SummaryAs a member of our Corporate Financial Planning & Analysis team,... ...be focused on an assigned client group contributing to the success... ...analysis and insights.Lead monthly review meetings to ensure... ...and incentives, and generous retirement savings.The anticipated base...RetirementWork at officeWorldwideNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Financial Planner - Retirement & Client Advisory. Be the first to apply!
- associate corporate finance Buffalo Grove, IL
- financial planning assistant Buffalo Grove, IL
- jde finance consultant Buffalo Grove, IL
- financial counselor Buffalo Grove, IL
- financial planning administrator Buffalo Grove, IL
- financial planner Buffalo Grove, IL
- financial advisor associate Buffalo Grove, IL
- finance associate Buffalo Grove, IL
- financial planning associate Buffalo Grove, IL
- wealth advisor Buffalo Grove, IL


