Lead Financial Planner & Trusted Client Advisor
Together We Talent
A leading financial services firm in Buffalo Grove seeks an experienced Lead Financial Planner / Service Advisor. This non-sales role offers the chance to provide holistic financial planning services and build long-term relationships with clients. The ideal candidate should have at least 3 years of experience and must hold a Series 65 or 66 license. Competitive base salary plus bonuses, health benefits, a supportive culture, and mentorship opportunities are part of this attractive offer. #J-18808-Ljbffr
Vacancy posted more than 2 months ago
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