Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 Together We Talent

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Lead Financial Planner & Trusted Client Advisor in Buffalo Grove, IL vacancy
  • 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...  ...within 2 years. Responsibilities include client relationship management, preparing financial plans... 
    Suggested

    SGL Financial

    Buffalo Grove, IL
    1 day ago
  • $121k - $150k

     ...Lead Financial Planner / Service Advisor Lead Financial Planner / Service Advisor Buffalo Grove, IL (Onsite)...  ...growing team. This role is ideal for a client-focused financial planner who is...  ...planning and enjoys building long-term, trust-based client relationships. The firm... 
    Suggested
    Full time

    Together We Talent

    Buffalo Grove, IL
    3 days ago
  •  ...job poster from SGL Financial * NOTE: This position...  ...motivated Financial Planner that brings a passion for helping clients with all aspects of...  ...Planner or Advisor to join our team as a Lead Planner / Service Advisor...  ...well as maintaining trusting, supportive, and strong... 
    Suggested
    Full time
    Work at office
    Shift work

    SGL Financial

    Buffalo Grove, IL
    1 day ago
  • $86k - $117k

    Lakeshore Financial Group - Oakbrook is seeking an experienced financial advisor to join their expanding firm in Schaumburg, Illinois. The ideal candidate will advise clients on financial strategies tailored to their goals while providing exceptional customer service.... 
    Suggested

    Lakeshore Financial Group - Oakbrook

    Schaumburg, IL
    2 days ago
  • $113k - $153k

     ...services firm in Lincolnshire is seeking an experienced Tax Advisor to lead complex real estate tax compliance and consulting engagements...  ...partnership taxation. This role involves mentoring team members, client advisory, and driving business growth through strategic... 
    Suggested

    Wipfli

    Lincolnshire, IL
    3 days ago
  • Globalchannelmanagement in Buffalo Grove, Illinois, is seeking a Lead Financial Planner with over 3 years of client experience. The ideal candidate will manage client relationships, analyze financial planning reports, and utilize tax strategies effectively. Applicants... 

    Globalchannelmanagement

    Buffalo Grove, IL
    1 day ago
  • Northern Trust, based in Lake Forest, IL, is looking for a Personal/Universal Banker to deliver exceptional client service while managing a comprehensive range of banking products. The role involves executing account services, handling transactions, and maintaining accurate... 

    Northern Trust

    Lake Forest, IL
    1 day ago
  • $43.68k - $67.7k

     ...and seamlessly guide them to where their financial needs can be met • Provide follow up to...  ...open and clear • Maintain a position of trust and responsibility by keeping all...  ...Extensive viewing of computer screens. Lead CSR / Teller - Vernon Hills - Full Time... 
    Full time
    Work at office

    Fifth Third Bank, N.A.

    Vernon Hills, IL
    2 days ago
  •  ...YOUR IMPACT As a Financial Planner, you will be instrumental...  ...our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked...  ...clients and customers, and leading-edge technology, data, and... 
    Apprenticeship
    Work experience placement
    Work at office

    Goldman Sachs

    Deerfield, IL
    1 day ago
  • $65k - $80k

     ...Description Position Title:    Financial Planner Reports to: SVP...  ...making a positive impact on clients’ lives.  The candidate will...  ...planning, including wills, trusts and other estate planning documents...  ...Group is owned by two of the leading San Francisco-based... 
    Full time
    Work at office

    Simplicity Group Holdings

    Lincolnshire, IL
    28 days ago
  • $75k - $90k

     ...Financial Planner For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under... 
    Work at office

    Blue Trust

    Deerfield, IL
    5 days ago
  • A leading commercial bank in Barrington is seeking a Senior Relationship Banker to oversee banking center operations in the absence of management. This role entails achieving sales and service goals while providing exceptional customer experiences and mentoring staff. The... 
    Hourly pay

    Webster Bank group

    Barrington, IL
    3 days ago
  • JPMorgan Chase & Co. is looking for a Private Client Advisor in Vernon Hills, Illinois. This role involves offering comprehensive financial planning and advice to a diverse clientele. Successful candidates will demonstrate strong client acquisition skills, a commitment... 

    JPMorgan Chase & Co.

    Vernon Hills, IL
    1 day ago
  • A leading financial institution is seeking a full-time Relationship Banker in Arlington Heights, IL. This role involves building and maintaining relationships with customers while providing tailored financial solutions. Ideal candidates will have 1-3 years of experience... 
    Full time

    Wintrust Financial Corporation

    Arlington Heights, IL
    12 hours ago
  • $23.19 - $28.35 per hour

     ...businesses we serve to make better and smarter financial decisions and enabling the communities we...  ...Job Description Job Description Client Relationship Consultants build...  ...Strong client relationships are based on trust, assessing and attending to customers' banking... 
    Temporary work
    Local area

    U.S. Bank

    Palatine, IL
    5 days ago
  • $90k - $143k

     ...Brands Innovations, Inc. is an industry-leading home, security and digital products company...  ...products and processes. We're delivering trust, dependability, sustainability, and style...  ...here. Job Description The Lead Financial Analyst supports the Moen U.S. Water Quality... 
    Work at office
    Work from home
    Monday to Friday
    Flexible hours

    Fortune Brands

    Deerfield, IL
    2 days ago
  • $43.68k - $69.9k

     ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...  ...questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow... 
    Work experience placement
    Work at office

    Fifth Third

    Vernon Hills, IL
    8 days ago
  • $16 - $19.25 per hour

     ...Catering Lead At Panera, our people come first. If you're looking for a place where you can grow, feel supported, be yourself, enjoy...  .... Help build our Culture of warmth, belonging, growth, and trust. This Opportunity Is for You If: Minimum age: 18 years... 
    Full time
    Local area
    Flexible hours
    Shift work
    Night shift

    Panera

    Vernon Hills, IL
    5 days ago
  • $18 - $20.75 per hour

     ...Panera Cafe Team Lead Manager In Charge Want to work in a place where you can learn, laugh, be supported, be yourself and reach your...  ...then Panera is for you. We do everything possible to earn your trust and help you succeedevery day, in every way. Come join the fun.... 
    Hourly pay
    Full time
    Shift work

    Panera

    Vernon Hills, IL
    12 hours ago
  • $38 - $42 per hour

     ...Manufacturing Team Lead Wabtec is now hiring for a Manufacturing Team Lead position in Buffalo Grove, IL. The pay rate is $38.00...  ...happen. Join us and experience the advantage of working with a trusted name in recruitingbecause your success is our success. At Staffmark... 
    Hourly pay
    Temporary work
    For contractors
    Local area
    Immediate start
    Shift work
    Day shift

    Staffmark

    Buffalo Grove, IL
    3 days ago
  • $16 - $19.25 per hour

    About This Role As a Catering Lead at Panera, you play a crucial role in our catering operations, helping guests plan and choose delicious...  ...needed. Help build a culture of warmth, belonging, growth, and trust. Qualifications & Requirements Minimum age 18 years. Complete... 
    Full time
    Local area
    Flexible hours
    Shift work
    Night shift

    Panera LLC

    Wheeling, IL
    1 day ago
  •  ...90,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities. External Basic Qualifications... 
    Hourly pay
    Contract work
    Work at office

    Walgreens Boots Alliance

    Deerfield, IL
    2 days ago
  •  ...Job Summary In close coordination with Legal Counsel, the Lead Paralegal applies advanced knowledge of highly complex legal concepts...  ...first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers,... 
    Hourly pay
    Work at office

    Walgreens Boots Alliance

    Deerfield, IL
    4 days ago
  • $45k - $100k

     ...professional crossroads, a career as a financial advisor may be the right change for...  ...advisors partner with clients to help them achieve their...  ...results. Financial advisors lead the branch team to serve clients...  ...are important to accelerate trust and help them stay on track.... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Deerfield, IL
    2 days ago
  • $105k - $165k

     ...Description Fortune Brands Innovations, Inc. is an industry-leading home, security and digital products company. We're focused on...  ...innovations in all of our products and processes. We're delivering trust, dependability, sustainability, and style. To make it all happen... 
    Flexible hours

    Fortune Brands

    Deerfield, IL
    3 days ago
  •  ...The CRM Lead is a hands-on technical and functional leader responsible for the design, administration, and continuous improvement...  ...organization, we deliver internationally recognized standards, trusted certification programs, workforce education, market intelligence... 
    Remote work

    IPC International Corporation

    Deerfield, IL
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...where you can help your clients achieve their goals through...  ...Investment & Advisory Services · Trust Services · Retirement...  ...more Certified Financial Planner® licensing support Fully... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Deerfield, IL
    3 days ago
  •  ...The Senior Wealth Advisor serves as the primary advisor...  ...an assigned book of clients. This role is responsible...  ...experience through personalized financial planning, investment...  ...Serve as the trusted advisor and main point...  ...financial priorities. Lead regular client review meetings... 

    MAI Capital Management, LLC

    Deerfield, IL
    3 days ago
  • $90k - $143k

     ...Description Fortune Brands Innovations, Inc. is an industry-leading home, security and digital products company. We’re focused on exciting...  ...in all of our products and processes. We’re delivering trust, dependability, sustainability, and style. To make it all happen... 
    Work at office
    Work from home
    Monday to Friday
    Flexible hours

    Fortune Brands

    Deerfield, IL
    3 days ago
  •  ...Relationship Manager to serve high-net-worth clients. This role focuses on delivering a...  ...solutions, investment strategies, and holistic financial planning. The successful candidate will...  ..., preferably with HNW clients, and will lead business development efforts while managing... 

    BMO U.S.

    Barrington, IL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Lead Financial Planner & Trusted Client Advisor. Be the first to apply!