Financial Planner

About the role

An established and growing wealth management firm serving the greater Chicago area for over 20 years is seeking an experienced Lead Financial Planner / Service Advisor to join its collaborative advisory team. This is an excellent opportunity for a motivated Financial Advisor who is passionate about retirement planning, comprehensive wealth management, and building meaningful long-term client relationships. The firm operates in a team-based “pod” structure and oversees approximately $350M in assets for 700+ families.

Key Responsibilities

• Serve as the main point of contact for assigned clients
• Prepare comprehensive financial planning recommendations
• Develop and track retirement income plans
• Create investment portfolio summaries and asset allocation analyses
• Analyze and prepare financial planning reports
• Utilize tax planning software to evaluate strategies
• Review insurance illustrations (life, annuities, long-term care)
• Conduct regular client review meetings
• Collaborate with advisors and team members on client cases
• Proactively maintain client relationships and follow-ups

Required Qualifications

• Minimum 3 years of direct client-facing experience as a Financial Planner
• Series 65 or Series 66 license (Required)
• Bachelor’s degree from an accredited institution
• Strong Microsoft Excel proficiency
• Highly detail-oriented and accurate
• Ability to manage multiple projects and deadlines simultaneously
• Professional, friendly, and relationship-focused demeanor

Preferred Qualifications

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
• CFP designation must be obtained within 2 years of hire if not currently held
• Life Insurance License (must obtain within 6 months if not currently licensed)