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
Vacancy posted 4 days ago
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