Job
Title: Financial Planner - Lead
- Location:
Buffalo Grove, IL, United States
- Industry:
Financial Services; Finance
- Work
Type: On-Site; Full-time
Who
We Are:
- Are
you a professional, attentive, and motivated Financial Advisor that brings a
passion for helping clients with all aspects of their financial and investment
planning?
- Our
firm is seeking an experienced Financial Advisor to join our team as a Lead
Planner / Service Advisor. Ideal candidates will have a CFP designation and 3+
years of relevant experience.
- We
are an established wealth management and financial planning firm serving the
Buffalo Grove & Chicago, IL area for over 20+ years. We oversee appx. $350
Million in total assets and serve approximately 700 families in multiple
financial services and divisions.
Our
core team beliefs & mission are:
- Our
clients’ financial security and peace-of-mind is always our #1 focus
- Over-attentiveness
and client responsiveness is of the highest importance
- Passion
and enthusiasm for financial and retirement planning is built into the core of
every person here and everything we do
- It’s
not about the money, it’s about connections, friendships, and relationships.
Our clients are like family to us
- We
offer a stable and growing company with leadership, support, training, and
everything you need to succeed and grow your career.
Job Summary:
- Your
role as a Lead Planner / Service Advisor will require you to handle a wide
range of financial planning responsibilities as well as maintaining trusting,
supportive, and strong relationships with the client base.
- Each
Service Advisor works closely as a member of our team-based “pod” structure
managed by our Lead Advisors. The Lead Advisor’s role is to find and source new
advisory clients to work with SGL Financial. Upon onboarding, they are
transitioned to the Lead Planner / Service Advisor.
- The
Service Advisor is primarily a non-sales role which provides day-to-day
financial planning support for clients and manages the follow-up of client
meetings and relationships. However, there will also be new sales opportunities
for the Service Advisor with existing clients, such as additional assets and
cross-sale opportunities.
- Utilizing
our exclusive and proprietary planning software, you will assist with data
input and development of comprehensive retirement plans and assist the Lead
Advisor and the team’s clients with a broad range of other financial planning
needs and calculations.
Day-to-Day Job Function:
- Serve
as the main point of contact for all assigned clients in our Holistic Wealth
Management division.
- Service
all client needs, requests, questions, and updates
- Prepare
comprehensive financial plan recommendations
- Prepare
and develop robust retirement income plans and retirement plan tracking
- Prepare
investment portfolio summaries and asset allocation analyses
- Meet
regularly with clients to establish trusting, supportive relationships
- Prepare
and analyze various financial planning reports
- Utilize
tax planning software to assess client tax situations and tax strategies
- Run,
review, and compare various illustrations for annuities, life insurance and
long-term care (LTC) to find the best options for clients
- Oversee
preparation of various one-off analysis requests
- Handle
a variety of other financial planning related analyses and services as needed
- Collaborate
with team members and advisors on client cases
- Conduct
regular client reviews according to their assigned Service Model
- Proactively
check-in with clients throughout the year to ensure all client needs are met
What we seek in a
candidate:
- 3+
years of experience working with clients as a Financial Planner required
- Series
65 or Series 66 license required
- CERTIFIED
FINANCIAL PLANNER™ preferred
- CFP
is a designation requirement to be obtained within 2 years from hire date
- Life
Insurance license preferred
- Life
insurance license must be obtained within 6 months from hire date
- Bachelor's
Degree from an accredited college or university
- Strong
passion for financial and retirement planning
- Enjoys
working with numbers, spreadsheets and planning analysis
- Very
strong Microsoft Excel experience and familiarity
- Highly
detail-oriented and accurate
- Must
be capable of multi-tasking and tracking multiple items/projects at the same
time
- Friendly,
outgoing, and able to build and maintain strong relationships
Position perks:
- Competitive
base salary with performance-based bonuses
- Paid
time-off
- Health,
dental, vision insurance
- 401(k)
with company matching program
- Mentoring
from firm owners and senior advisor
- Career
growth and advancement opportunities
- Competitive
Paid time off
- Business
Hours: Monday – Thursday 8:45 am – 5:00pm. Friday 8:45 am – 2:30 pm assuming
all high priority tasks and work is completed. Paid lunch hours
- Supportive,
family-oriented company culture
- Unlimited
snacks and drinks available in - office
- Access
to free Starbucks coffee machine throughout your work week shifts
Benefits:
- 401(k)
- 401(k)
matching
- Dental
insurance
- Health
insurance
- Paid
time off
- Vision
insurance
Experience:
- Financial
planning: 3 years (Required)
- License/Certification:
- Life
Insurance License
- CFP
(Preferred)
- Series
65 or 66 (Required)
Ability to Relocate: Buffalo
Grove, IL 60089: Relocate before starting work (Required)
Work Location: In
person
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