Financial Planner - Lead

Virgo & Aries • Buffalo Grove, IL

2d • Onsite

About The Position

The Financial Planner – Lead provides comprehensive financial and retirement planning services while building strong, long-term client relationships. This is primarily a non-sales role focused on financial analysis, client service, planning, and collaboration with Lead Advisors.

Requirements

• 3+ years of financial planning experience with direct client interaction.
• Series 65 or Series 66 required.
• Bachelor’s degree from an accredited institution.
• Strong financial and retirement planning knowledge.
• Advanced Microsoft Excel and analytical skills.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple priorities while maintaining strong client relationships.

Nice To Haves

• CFP® designation preferred; must be obtained within 2 years of hire.
• Life Insurance license preferred; must be obtained within 6 months of hire.

Responsibilities

• Serve as the primary contact for assigned clients.
• Respond to client questions, requests, and follow-ups.
• Prepare comprehensive financial and retirement plans.
• Analyze investments, asset allocation, and financial data.
• Conduct client meetings and periodic financial reviews.
• Use tax-planning tools to evaluate strategies and scenarios.
• Prepare illustrations for annuities, life insurance, and long-term care.
• Complete financial analyses and planning projects as needed.
• Collaborate with advisors and team members on client cases.
• Maintain proactive communication and exceptional client service.

Benefits

• Competitive base salary + performance bonuses
• Paid time off
• Health, dental, and vision insurance
• 401(k) with company match
• Mentorship and professional development
• Career advancement opportunities
• Supportive, relationship-focused work environment
• Paid lunch hours
• In-office snacks, beverages, and premium coffee

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level