Finance Jobs in Buffalo Grove, IL

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21d ago

Financial Planner - Lead

Seternity Solutions Buffalo Grove, IL

Buffalo Grove, IL

21d ago

$120k - $150k/yr Full time Advisor Client Relations Client Service

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Job Description

This onsite role in Buffalo Grove, Illinois leads client relationships and delivers comprehensive financial planning and retirement strategies for a high-touch clientele. The position requires a Series 65 or 66 license and at least three years of direct, client-facing experience.

Responsibilities

Serve as the primary contact for all assigned clients within the Holistic Wealth Management division.
Address client needs, requests, questions, and ongoing updates.
Develop and present comprehensive financial plan recommendations.
Design robust retirement income strategies and oversee retirement plan tracking.
Prepare investment portfolio summaries and conduct asset allocation analyses.
Meet regularly with clients to establish trusting, supportive relationships.
Create and analyze a variety of financial planning reports.
Use tax planning software to evaluate tax circumstances and craft tax strategies.
Generate and compare illustrations for annuities, life insurance, and long-term care to identify optimal options for clients.
Oversee ad hoc analyses and special requests as needed.
Collaborate with team members and advisors on client cases.
Conduct periodic client reviews aligned with the designated Service Model.
Proactively check in with clients throughout the year to ensure needs are met.

Requirements

Minimum of three years of experience as a Financial Planner working directly with clients.
Series 65 or Series 66 license is required.
CFP designation must be obtained within two years of hire.
Life Insurance license must be secured within six months of hire date.

Licenses and Certifications

Life Insurance License
CFP designation (preferred per listing)
Series 65 or Series 66 (required)

Technologies

Microsoft Excel
Tax planning software

Benefits

Competitive base salary with performance-based bonuses
Paid time off
Health, dental, and vision insurance
401(k) with company matching
Mentoring from firm owners and a senior advisor
Career growth and advancement opportunities
Business hours: Monday through Thursday 8:45 am to 5:00 pm; Friday 8:45 am to 2:30 pm; paid lunch hours
Supportive, family-oriented company culture
Unlimited snacks and drinks available in-office
Access to complimentary Starbucks coffee during work shifts
Life insurance coverage

Compensation

Annual base salary range: USD 120,000 to 150,000.

Job Type

Full-time

Experience

Financial planning experience: 3 years required.

Education

Bachelor's degree required.

Location

Buffalo Grove, Illinois (onsite).

Relocation

Relocation to Buffalo Grove, IL 60089 required prior to starting.

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