On-Site Lead Financial Planner & Client Wealth Advisor
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
Vacancy posted more than 2 months ago
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