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Open nowFirst seen 47 hours ago

Financial Planner

Calqulate23 open roles

Where
Buffalo Grove, Illinois, United States
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Your applicationOpen nowFinancial PlannerCalqulate · Buffalo Grove, Illinois, United States

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11.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.8%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: first seen 47 hours ago

The posting

Financial Planner - Lead

Location: Buffalo Grove, IL | In-Person Schedule: Monday–Thursday, 8:45 AM–5:00 PM; Friday, 8:45 AM–2:30 PM Experience: 3+ Years Education: Bachelor's Degree Required Industry: Financial Services / Wealth Management Compensation: Base + Performance-Based Bonus Employment Type: Full-Time Position: 1 Relocation Assistance: Not Available Visa Sponsorship: Not Available

About the Opportunity

Our recruiting firm is conducting a confidential search for an experienced Financial Planner to join an established and growing wealth management organization.

This is an excellent opportunity for a client-focused financial professional who enjoys building long-term relationships and providing comprehensive financial and retirement planning guidance.

The position is primarily planning and client-service focused rather than sales-driven, with the opportunity to identify additional planning and investment needs among existing clients.

Must-Haves

  • 3+ years of direct client-facing Financial Planning experience
  • Series 65 or Series 66 — required
  • Bachelor's degree — required
  • Strong knowledge of comprehensive financial and retirement planning
  • Strong Excel and financial analysis skills
  • Excellent attention to detail and organization
  • Ability to manage multiple client relationships and priorities
  • Strong communication and relationship-building skills

Preferred:

  • CFP® designation
  • Life Insurance license
  • Experience with retirement income planning, investment analysis, tax planning, insurance analysis, and wealth management

What You'll Do

  • Serve as a primary point of contact for an assigned client base.
  • Develop and present comprehensive financial plans and retirement income strategies.
  • Conduct client meetings, reviews, and ongoing planning conversations.
  • Analyze investment portfolios, asset allocation, and financial planning scenarios.
  • Perform retirement, tax, insurance, and other financial analyses.
  • Identify opportunities to improve clients' financial strategies and overall financial well-being.
  • Collaborate with senior advisors and other members of the planning team on client cases.
  • Proactively communicate with clients and ensure their ongoing needs are addressed.
  • Maintain accurate, detailed, and timely client planning records.

Why Consider This Opportunity?

  • base salary + performance-based bonus
  • Strong work-life balance with an abbreviated Friday schedule
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off
  • Mentorship from experienced financial professionals
  • Career advancement opportunities
  • Collaborative, relationship-focused culture with unlimited snacks and Starbucks coffee
  • Stable and growing wealth management organization

Confidential Search

This opportunity is being managed by a recruiting firm on behalf of a confidential wealth management client. Additional information about the organization will be shared with qualified candidates during the interview process.

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