Financial Planner - Lead
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 #J-18808-Ljbffr Staffingine LLC
Vacancy posted 2 days ago
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