Financial Planner - Lead | Wealth & Retirement Planning | $121K-$150K

Dana Gudermuth Senior Recruiter | Heartline Staffing Call or Text: View phone number on click.appcast.io Email: View email address on click.appcast.io Heartline Staffing is recruiting an experienced Financial Planner - Lead for an established wealth management and financial planning firm in Buffalo Grove, Illinois. This is primarily a non-sales, relationship-focused financial planning role for someone who enjoys developing comprehensive financial and retirement plans while building long-term, trusted client relationships. The firm has served the Buffalo Grove and Chicago area for more than 20 years, oversees approximately $350 million in total assets, and serves approximately 700 families across multiple financial services and divisions. POSITION OVERVIEW The Financial Planner - Lead will serve as the primary point of contact for assigned clients and provide day-to-day financial planning support within a team-based structure. New advisory clients are sourced and onboarded by Lead Advisors and then transitioned to the Financial Planner - Lead for ongoing planning, service, and relationship management. While primarily a non-sales role, there are opportunities to identify additional assets and cross-sale opportunities within existing client relationships.

COMPENSATION $121,000-$150,000

Performance-based bonus SCHEDULE Monday-Thursday: 8:45 AM-5:00 PM Friday: 8:45 AM-2:30 PM, assuming all high-priority tasks and work are completed Paid lunch hours On-site in Buffalo Grove, IL ROLE Serve as the main point of contact for assigned clients within the Holistic Wealth Management division. Service client needs, requests, questions, and updates. Prepare comprehensive financial plan recommendations. Develop robust retirement income plans and retirement plan tracking. Prepare investment portfolio summaries and asset allocation analyses. Meet regularly with clients to establish trusting, supportive relationships. Prepare and analyze financial planning reports. Utilize tax planning software to assess client tax situations and strategies. Run, review, and compare illustrations for annuities, life insurance, and long-term care to identify appropriate options for clients. Oversee preparation of one-off financial planning analyses as needed. Collaborate with team members and advisors on client cases. Conduct regular client reviews according to the assigned Service Model. Proactively check in with clients throughout the year to ensure client needs are met. Utilize proprietary planning software for data input and development of comprehensive retirement plans. BENEFITS Paid time off Health insurance Dental insurance Vision insurance 401(k) with company matching Mentoring from firm owners and senior advisor Career growth and advancement opportunities Paid lunch hours Supportive, family-oriented company culture Unlimited snacks and drinks available in the office Access to an in-office Starbucks coffee machine Requirements 3+ Years Of Experience Working Directly With Clients As A Financial Planner REQUIRED Series 65 Or Series 66 License REQUIRED Bachelor's Degree From An Accredited College Or University REQUIRED CFP Designation Must Be Obtained Within 2 Years From Hire Date REQUIRED Life Insurance License Must Be Obtained Within 6 Months From Hire Date REQUIRED Very Strong Microsoft Excel Experience REQUIRED Highly Detail-Oriented And Accurate REQUIRED Ability To Multitask And Track Multiple Items / Projects Simultaneously REQUIRED Ability To Build And Maintain Strong Client Relationships REQUIRED Ability To Work On-Site In Buffalo Grove, IL REQUIRED Preferred CERTIFIED FINANCIAL PLANNER™ Designation Preferred At Hire Life Insurance License Preferred At Hire #J-18808-Ljbffr Purple Cow Recruiting