Lead Financial Planner: Client‑First Retirement & Investments
MDAEdge
MDAEdge is seeking a Lead Financial Planner to serve as the primary contact for clients, developing tailored financial plans and strategies. The role involves managing client needs and enhancing relationships through proactive communication and detailed financial analyses. Candidates should have a minimum of 3 years of experience and hold a Series 65 or 66 license. Join our collaborative team in Buffalo Grove, Illinois where attention to detail and strong analytical skills are essential for success. This position is pivotal in driving client satisfaction and optimizing their financial outcomes. #J-18808-Ljbffr MDAEdge
Vacancy posted 2 days ago
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