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
Share This Job
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
Apply For This Position
Related Jobs
About Us
At Boutique Recruiting, we specialize in personalized, connection-driven placements, empowering candidates to achieve their goals. Committed to bold, impactful solutions, we fill roles of all types—full-time, part-time, and more—ensuring success for clients, candidates, and employees alike.