Posted 12/10/2025
Job Number: 15027

Lead Planner / Service Advisor

Buffalo Grove, IL Onsite

Industry:  Financial Services

Job Category: Finance

Job Type:  Direct Hire

Salary:  $90,000 - $100,000/Annually

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Job Description

A holistic, fiduciary-driven wealth management firm based in Buffalo Grove, IL, is adding a high-caliber Lead Planner / Service Advisor to support a rapidly growing client base and elevate the planning experience across Chicagoland. This role owns the client relationship after onboarding, delivering retirement planning, tax-efficient income strategies, investment analysis, insurance planning, and ongoing financial guidance. You’ll serve as the primary point of contact, run client review meetings, build plans, prepare reports, and support a professional “pod” team in a fully fiduciary, evidence-based planning environment. They’re looking for a disciplined, client-focused planner who thrives in a structured, high-touch setting and delivers consistent excellence.

Salary Range: $90,000 – $100,000 Base Salary / Year DOE + Annual bonus opportunity

Lead Planner / Service Advisor Responsibilities:

  • Serve as the main point of contact for an assigned book of middle-class to upper-middle-class pre-retiree and retiree clients
  • Build comprehensive financial and retirement plans, including income strategies, asset allocation, and Social Security optimization
  • Conduct investment analysis, tax-efficient withdrawal modeling, and insurance planning
  • Prepare illustrations, planning reports, meeting summaries, and follow-up action items
  • Lead and participate in client review meetings in person
  • Support the Lead Advisors within a collaborative “pod” structure
  • Answer client questions, resolve service needs, and provide proactive guidance
  • Maintain impeccable organization, documentation, and follow-through
  • Use internal tools, tax planning software, and Microsoft Office to produce accurate deliverables
  • Identify opportunities for appropriate upsell/cross-sell with existing clients

Lead Planner / Service Advisor Requirements:

  • 3+ years of financial planning experience
  • Bachelor’s degree
  • Series 65 or 66
  • Life Insurance License
  • High proficiency with Word, Outlook, and planning tools
  • Background in financial advisory / RIA environment
  • CFP preferred; must be willing to obtain within 2 years
  • Strong organization, follow-through, and client-service skills
  • Comfortable working 100% onsite and face-to-face with clients

Benefits:

  • Comprehensive medical insurance
  • Dental and vision available
  • 401(k) with company match
  • Generous PTO days + ~13 market holidays
  • Starbucks coffee, snacks, and a professional, friendly culture
  • CFP renewal & certification costs covered
  • Career growth into senior advisor roles
  • Early Friday Close if your work is complete
  • Stability

Apply now! #LI-KL1

Job ID: a0CUm00003WqJFZMA3

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