Financial Planner - Lead

Skyelia•Buffalo Grove, IL

20h•Onsite

About The Position

SGL Financial is seeking an experienced Financial Planner to join its Buffalo Grove, Illinois team as a Lead Planner / Service Advisor. The firm is an established wealth management and financial planning business serving the Buffalo Grove and Chicago area for more than 20 years, managing approximately $350 million in assets and serving about 700 families. The role provides day-to-day financial planning support and relationship management for assigned clients in the Holistic Wealth Management division. It is primarily non-sales, though there may be opportunities to offer additional services to existing clients. The Service Advisor works within a team-based pod structure managed by Lead Advisors, who source new advisory clients and transition them to the Service Advisor after onboarding. The firm provides leadership, support, training, mentoring, and opportunities for career growth.

Requirements

At least three 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.
Obtain the CFP designation within two years of hire.
Obtain a life insurance license within six months of hire.
Strong interest in financial and retirement planning.
Comfort working with numbers, spreadsheets, and planning analysis.
Very strong Microsoft Excel experience and familiarity.
Highly detail-oriented and accurate.
Able to multitask and track multiple items or projects simultaneously.
Friendly, outgoing, and able to build and maintain strong relationships.
Relocate to Buffalo Grove, Illinois before starting work.

Nice To Haves

CERTIFIED FINANCIAL PLANNER™ designation preferred.
Life insurance license preferred.

Responsibilities

Serve as the main point of contact for assigned clients in the Holistic Wealth Management division.
Address client needs, requests, questions, and updates.
Prepare comprehensive financial plan recommendations.
Prepare and develop retirement income plans and retirement plan tracking.
Prepare investment portfolio summaries and asset allocation analyses.
Meet regularly with clients and build trusting, supportive relationships.
Prepare and analyze financial planning reports.
Use tax planning software to assess client tax situations and strategies.
Review and compare annuity, life insurance, and long-term care illustrations to identify suitable options for clients.
Oversee preparation of one-off analyses and handle other financial planning analyses and services as needed.
Collaborate with team members and advisors on client cases.
Conduct client reviews according to assigned service models.
Proactively check in with clients throughout the year to ensure their needs are met.
Follow up on client meetings and maintain client relationships.