Financial Planner

Premier Global Links•Buffalo Grove, IL

7d•Onsite

About The Position

Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment. This is primarily a non-sales financial planning role focused on building long-term client relationships, developing retirement and investment plans, analyzing financial strategies, and supporting clients across a broad range of planning needs. The ideal candidate is client-focused, detail-oriented, analytical, and passionate about financial and retirement planning.

Requirements

3+ years of experience working directly with clients as a Financial Planner.
Series 65 or Series 66 license required.
Bachelor's degree from an accredited college or university.
Strong knowledge of financial planning and retirement planning.
Excellent analytical, numerical, and problem-solving skills.
Strong Microsoft Excel skills.
Exceptional attention to detail and accuracy.
Ability to manage multiple clients, projects, and deadlines simultaneously.
Excellent communication and relationship-building skills.
Strong commitment to client service and financial planning.

Nice To Haves

CERTIFIED FINANCIAL PLANNER (CFP®) certification preferred.
Candidates without the CFP® designation must be willing to obtain it within 2 years of hire.
Life Insurance License preferred; must be obtained within 6 months of hire if not already held.
Experience with tax planning, investment analysis, retirement income planning, or wealth management.

Responsibilities

Serve as the primary point of contact for assigned wealth management clients.
Develop comprehensive financial plans and personalized recommendations.
Prepare and monitor retirement income plans and retirement planning analyses.
Prepare investment portfolio summaries and asset allocation analyses.
Conduct regular client review meetings and proactively address client needs.
Analyze financial planning reports and client-specific financial scenarios.
Use tax planning tools to evaluate tax situations and potential strategies.
Analyze insurance, annuity, life insurance, and long-term care options.
Handle customized financial planning analyses and client requests.
Collaborate with Lead Advisors and team members on client cases.
Maintain accurate client information, follow-ups, and planning documentation.
Identify appropriate additional planning or investment opportunities for existing clients when applicable.