Financial Planner - Lead
About The Position
A well -established wealth management and financial planning firm is seeking an experienced Lead Financial Planner / Service Advisor to join its growing team. This role is ideal for a client -focused financial planner who is passionate about comprehensive financial and retirement planning and enjoys building long -term, trust -based client relationships. The firm has served families across the greater Chicago area for over 20 years and provides a stable, supportive environment with strong leadership, training, and career growth opportunities. The Lead Planner / Service Advisor is a primarily non -sales, client -facing role responsible for delivering holistic financial planning services and ongoing relationship management. Service Advisors work within a team -based “pod” structure, partnering closely with Lead Advisors who originate new client relationships. Once clients are onboarded, they transition to the Service Advisor for ongoing planning, servicing, and follow -up. While the role is not sales -driven, there are opportunities to grow relationships through additional assets and cross -service solutions with existing clients.
Requirements
- 3+ years of experience working directly with clients as a Financial Planner
- Active Series 65 or Series 66 license (required)
- Bachelor’s degree from an accredited college or university
- Strong proficiency with Microsoft Excel and financial analysis tools
- High attention to detail with the ability to manage multiple client cases simultaneously
- Strong interpersonal skills and a client -first mindset
Nice To Haves
- CERTIFIED FINANCIAL PLANNER⢠(CFP) designation
- If not currently held, must be obtained within 2 years of hire
- Life Insurance license
- If not currently held, must be obtained within 6 months of hire
Responsibilities
- Serve as the primary point of contact for assigned clients within the Holistic Wealth Management practice
- Deliver day -to -day financial planning support and respond to client inquiries, requests, and updates
- Prepare comprehensive financial plans, retirement income strategies, and retirement tracking
- Develop investment portfolio summaries and asset allocation analyses
- Conduct regular client meetings to build strong, long -term relationships
- Prepare and analyze financial planning reports and projections
- Utilize tax planning tools to evaluate client tax strategies and scenarios
- Run, compare, and review illustrations for annuities, life insurance, and long -term care solutions
- Manage one -off financial analyses and special planning requests
- Collaborate with advisors and internal team members on client cases
- Conduct scheduled client reviews aligned to assigned service models
- Proactively engage with clients throughout the year to ensure planning needs are met
Benefits
- Competitive base salary with performance -based bonuses
- Health, dental, and vision insurance
- 401(k) with company matching program
- Paid time off and paid lunch hours
- Mentorship from senior advisors and firm leadership
- Clear career growth and advancement opportunities
- Supportive, collaborative, and family -oriented culture
- Onsite perks including complimentary snacks, beverages, and premium coffee
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
