Financial Planner - Lead

Purple Cow Recruiting•Buffalo Grove, IL

13h•$121,000 - $150,000•Onsite

About The Position

Heartline Staffing is recruiting an experienced Financial Planner - Lead for a full-time, onsite opportunity in Buffalo Grove, Illinois. This client-facing position serves as a Lead Planner / Service Advisor, providing comprehensive financial and retirement planning while developing and maintaining strong, long-term client relationships. This is primarily a non-sales financial planning and client-service role. The Financial Planner serves as the main point of contact for assigned clients, provides day-to-day financial planning support, manages meeting follow-up and recurring client reviews, and works closely with Lead Advisors and other team members. The role also offers opportunities to identify additional needs within existing client relationships, including additional assets and cross-sale opportunities. The position requires strong technical planning capabilities combined with exceptional responsiveness, attention to detail and relationship-building skills.

Requirements

Minimum 3 Years Of Experience Working Directly With Clients As A Financial Planner REQUIRED
Active 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 Of Hire If Not Already Held REQUIRED
Life Insurance License Must Be Obtained Within 6 Months Of Hire If Not Already Held REQUIRED
Strong Financial And Retirement Planning Skills REQUIRED
Very Strong Microsoft Excel Experience REQUIRED
Strong Attention To Detail And Accuracy REQUIRED
Ability To Manage Multiple Items And Projects Simultaneously REQUIRED
Strong Client Relationship-Building Skills REQUIRED
Ability To Work Onsite In Buffalo Grove, IL REQUIRED

Nice To Haves

Current CERTIFIED FINANCIAL PLANNER™ (CFP) Designation
Current Life Insurance License

Responsibilities

Prepare Comprehensive Financial Plan Recommendations
Develop Robust Retirement Income Plans And Retirement Plan Tracking
Prepare Investment Portfolio Summaries And Asset Allocation Analyses
Prepare And Analyze Financial Planning Reports
Utilize Tax Planning Software To Assess Client Tax Situations And Strategies
Run, Review And Compare Annuity Illustrations
Run, Review And Compare Life Insurance Illustrations
Run, Review And Compare Long-Term Care Illustrations
Complete Additional Financial Planning Analyses And Services As Needed
Serve As The Main Point Of Contact For Assigned Clients
Service Client Needs, Requests, Questions And Updates
Meet Regularly With Clients To Develop Trusting And Supportive Relationships
Conduct Regular Client Reviews According to the Assigned Service Model
Proactively Check In With Clients Throughout The Year
Manage Client Meeting Follow-Up And Ongoing Planning Needs
Help Ensure Client Needs Are Addressed Responsively And Accurately
Work Within A Team-Based Pod Structure
Collaborate With Lead Advisors And Other Team Members On Client Cases
Assist With Data Input And Development Of Comprehensive Retirement Plans
Support A Broad Range Of Financial Planning Needs And Calculations
Support Existing-Client Opportunities Including Additional Assets And Cross-Sale Opportunities