Lead Financial Planner | Hybrid Schedule & Growth
SGL Financial
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. The ideal candidate holds CFP designation (or will obtain within 2 years), Series 65/66, and a 3+ year client-facing background with strong Excel skills. Hybrid work and ongoing development are offered. #J-18808-Ljbffr SGL Financial
Vacancy posted 1 day ago
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