Lead Financial Planner / Service Advisor (Series 65 or 66 Required)
Buffalo Grove, IL (In-Person)
Full-Time | Wealth Management | Financial Planning
Competitive Base + Performance Bonus + Full Benefits

About Us

We are a well-established Wealth Management and Financial Planning firm serving the Buffalo Grove & Chicago, IL area for 20+ years. With approximately $350M AUM and 700+ families served, we are growing and seeking an experienced Financial Planner to join our team as a Lead Planner / Service Advisor.

This is primarily a client-facing, non-sales Financial Advisor role focused on holistic financial planning, retirement planning, and ongoing client service within a collaborative team structure.

Key Responsibilities

Serve as the primary point of contact for assigned wealth management clients
Develop and present comprehensive financial and retirement income plans
Conduct portfolio reviews, asset allocation analysis, and investment summaries
Utilize financial planning and tax software for strategy modeling
Analyze annuities, life insurance, and long-term care (LTC) options
Conduct client review meetings and proactive outreach
Support Lead Advisors with case analysis and planning strategies
Identify additional planning and asset consolidation opportunities

Required Qualifications (Must Have)

3+ years of experience working directly with clients as a Financial Planner
Series 65 or Series 66 License (Required)
Bachelor's Degree (Accredited University)
Strong Microsoft Excel skills
Highly detail-oriented with strong analytical abilities
Excellent communication and relationship-building skills
Must relocate to / work in Buffalo Grove, IL

Preferred (Nice to Have)

CERTIFIED FINANCIAL PLANNER (CFP®) designation (or obtain within 2 years)
Life Insurance License (or obtain within 6 months)

Compensation & Benefits

Competitive Base Salary + Performance Bonuses
401(k) with Company Match
Health, Dental & Vision Insurance
Paid Time Off
Monday–Thursday 8:45 am–5:00 pm | Friday 8:45 am–2:30 pm
Paid Lunch Hours
Mentorship from Senior Advisors
Career Growth Opportunities
Supportive, Family-Oriented Culture

Ideal Candidate

You are a client-focused Financial Advisor who is passionate about retirement planning, wealth management, and delivering high-touch service. You thrive in a team environment, enjoy working with numbers and financial analysis, and are committed to building long-term client relationships.

BlackStar

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