Financial Planner
SGL Financial
A financial planning firm is seeking a Lead Planner / Service Advisor in Buffalo Grove, Illinois. The candidate should have a passion for financial and retirement planning, with at least 3 years of experience as a Financial Planner and a CFP designation required within 2 years. Responsibilities include client relationship management, preparing financial plans, and providing support for a broad range of financial needs. This role offers a competitive base salary, performance bonuses, and a supportive work culture. #J-18808-Ljbffr
- ...Financial Planner - Lead Location: Buffalo Grove, IL | In-Person Schedule: Monday–Thursday, 8:45 AM–5:00 PM; Friday, 8:45 AM–2:30 PM Experience: 3+ Years Education: Bachelor's Degree Required Industry: Financial Services / Wealth Management Compensation: Base + Performance...SuggestedFull timeRelocation package
- ...Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to deliver comprehensive financial planning and ongoing client service within an established wealth management environment. This in-person role focuses on building long-term client...Suggested
- ...About the Role Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment. This is primarily a non-sales financial...SuggestedRelocation
$80k - $90k
...Job Description Job Description Position: Financial Planner Reports to : Manager, Financial Planning Department: Securities / Protected Tomorrows Location: 103 Schelter Road, Lincolnshire, IL 60069 Classification:...SuggestedFull timeWork at office$43k - $75k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...SuggestedContract workPart timeLocal areaImmediate startDay shift$25.96 per hour
Senior Personal Banker Org Structure : Job Posting Location Buffalo Grove, IL - 247 N McHenry Rd Category Retail Banking Type Regular Full-Time Minimum Pay USD $25.96/Hr. Maximum Pay USD $28.37/Hr. # of Openings...Hourly payFull timeLocal areaMonday to FridayShift workNight shift$17 - $29.75 per hour
...values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing guidance, and connecting clients to the full range...Full time- ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
$17 - $29.75 per hour
...BankerThe Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships...- ...Are: Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects... ...an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation...Full timeWork at officeShift work
- Calqulate, a leading wealth management firm, is seeking a Financial Planner to lead client engagements in Buffalo Grove, IL. The role focuses on comprehensive planning and relationship management, with a path to grow into senior advisory responsibilities. You will develop...Full time
- Lead Financial Planner Company Overview We are a full-service, holistic Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exceptional...
- SGL Financial, LLC in Buffalo Grove, IL is seeking a Lead Planner / Service Advisor to provide holistic wealth management and financial planning services to a growing client base. The ideal candidate has 3+ years of client-facing financial planning experience, Series 65...
- SGL Financial is an established wealth management and financial planning firm serving the Buffalo Grove and Chicago area for more than 2... ...seeking an experienced Service Advisor to join our team as a Lead Planner. Ideal candidates will have a CFP designation and 3+ years of...Work at officeRemote workWork from homeFlexible hours
- CyberCoders is seeking a seasoned Lead Financial Planner to drive client-centered wealth planning for affluent clients in the greater Chicago area. The role combines technical planning expertise with client relationship leadership and practice management to grow AUM and...
- SGL Financial is hiring a Lead Planner / Service Advisor to deliver holistic financial planning and advisory support in the Buffalo Grove/Chicago area. You will maintain client relationships, prepare retirement plans, and collaborate with senior advisors on complex cases...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...Full timeContract workFor contractorsWork at office- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions...Work at officeLocal area
- Chase is seeking an Associate Relationship Banker at a Chicago-area branch to welcome clients, understand their financial needs, and provide thoughtful solutions using the latest banking tools. You will engage with walk-in and scheduled clients, explain products, and ensure...Weekend workAfternoon shift
$95k - $110k
...Job Description Position: Manager, Relationship Management & Financial Planning Services Reports to: Sr. Vice President... ...and developing a team of Relationship Managers and Financial Planners who serve families and individuals with special needs and disabilities...Full timeWork at office- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your...Immediate startAfternoon shift
- First American Bank is seeking a Senior Personal Banker in Buffalo Grove to help customers with retail banking needs and drive relationship growth. This non-exempt, hourly role focuses on sales, service, and compliance within the branch. You will source new relationships...Hourly pay
- Premier Global Links LLC in Buffalo Grove, IL, is seeking an experienced Lead Financial Planner / Service Advisor for an in-person, non-sales role focused on building long-term client relationships and delivering retirement and investment planning. You will advise on comprehensive...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ..., Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and...Work at office$61k - $250k
Northwestern Mutual is hiring a Financial Advisor in Vernon Hills, Illinois. This unique opportunity allows you to build a practice focusing on client financial planning. Responsibilities include growing a client base, creating personalized financial plans, and managing...$61k - $250k
Northwestern Mutual in Vernon Hills seeks a Financial Advisor to help clients achieve their financial goals through planning and support. This role involves building personalized financial strategies, growing a client base through referrals, and managing financial plans...- Northwestern Mutual is seeking aspiring financial advisors to build a personal practice while serving clients with comprehensive financial plans. You will grow a client base, tailor holistic strategies, and guide clients through income, investments, and protection planning...For contractors
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeFor contractorsInternshipLocal areaFlexible hours- ...manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Senior Wealth Advisor embodies MAI's unified culture—...
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