Financial Planner - Lead
Full-time
Staffingine LLC
Job Title: Financial Planner - Lead
Job Location: Buffalo Grove, IL
Job Type: Full-Time
Job Description
- Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
- Service all client needs, requests, questions, and updates
- Prepare comprehensive financial plan recommendations
- Prepare and develop robust retirement income plans and retirement plan tracking
- Prepare investment portfolio summaries and asset allocation analyses
- Meet regularly with clients to establish trusting, supportive relationships
- Prepare and analyze various financial planning reports
- Utilize tax planning software to assess client tax situations and tax strategies
- Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients
- Oversee preparation of various one-off analysis requests
- Handle a variety of other financial planning related analyses and services as needed
- Collaborate with team members and advisors on client cases
- Conduct regular client reviews according to their assigned Service Model
- Proactively check-in with clients throughout the year to ensure all client needs are met
Vacancy posted 3 days ago
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