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Financial Advisor / Lead Financial Planner (Series 65 or 66Required)BlackStar • Illinois, United States
Financial Advisor / Lead Financial Planner (Series 65 or 66Required)

Financial Advisor / Lead Financial Planner (Series 65 or 66Required)

BlackStar • Illinois, United States
30+ days ago
Job type
  • Full-time
Job description
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.
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Financial Advisor / Lead Financial Planner (Series 65 or 66Required) • Illinois, United States

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