Lead Financial Planner & Client Strategy Advisor
GCB Services LLC
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, with occasional opportunities to expand assets among existing clients; requires CFP, Series 65/66, life license and strong Excel skills. #J-18808-Ljbffr GCB Services LLC
Vacancy posted 1 day ago
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