Financial Planner

Calqulate

Financial Planner - Lead

Location: Buffalo Grove, IL | In-Person Schedule: MondayThursday, 8:45 AM5:00 PM; Friday, 8:45 AM2:30 PM Experience: 3+ Years Education: Bachelor's Degree Required Industry: Financial Services / Wealth Management Compensation: Base + Performance-Based Bonus Employment Type: Full-Time Position: 1 Relocation Assistance: Not Available Visa Sponsorship: Not Available

About the Opportunity

Our recruiting firm is conducting a confidential search for an experienced Financial Planner to join an established and growing wealth management organization.

This is an excellent opportunity for a client-focused financial professional who enjoys building long-term relationships and providing comprehensive financial and retirement planning guidance.

The position is primarily planning and client-service focused rather than sales-driven, with the opportunity to identify additional planning and investment needs among existing clients.

Must-Haves

3+ years of direct client-facing Financial Planning experience
Series 65 or Series 66 required
Bachelor's degree required
Strong knowledge of comprehensive financial and retirement planning
Strong Excel and financial analysis skills
Excellent attention to detail and organization
Ability to manage multiple client relationships and priorities
Strong communication and relationship-building skills

Preferred:

CFP designation
Life Insurance license
Experience with retirement income planning, investment analysis, tax planning, insurance analysis, and wealth management

What You'll Do

Serve as a primary point of contact for an assigned client base.
Develop and present comprehensive financial plans and retirement income strategies.
Conduct client meetings, reviews, and ongoing planning conversations.
Analyze investment portfolios, asset allocation, and financial planning scenarios.
Perform retirement, tax, insurance, and other financial analyses.
Identify opportunities to improve clients' financial strategies and overall financial well-being.
Collaborate with senior advisors and other members of the planning team on client cases.
Proactively communicate with clients and ensure their ongoing needs are addressed.
Maintain accurate, detailed, and timely client planning records.

Why Consider This Opportunity?

Base salary + performance-based bonus
Strong work-life balance with an abbreviated Friday schedule
Health, dental, and vision insurance
401(k) with company match
Paid time off
Mentorship from experienced financial professionals
Career advancement opportunities
Collaborative, relationship-focused culture with unlimited snacks and Starbucks coffee
Stable and growing wealth management organization

Confidential Search

This opportunity is being managed by a recruiting firm on behalf of a confidential wealth management client. Additional information about the organization will be shared with qualified candidates during the interview process.

Calqulate

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Vacancy posted 1 day ago

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