Talentsearchpro · 1 month ago
Certified Financial Planner (Series 65 or Series 66 )
Buffalo Grove_IL
Full-time
Onsite
Mid Level
3+ years expTalentsearchpro is seeking a Lead Planner / Service Advisor to manage a wide range of financial planning responsibilities while building strong relationships with clients. This role involves providing day-to-day financial planning support, developing comprehensive retirement plans, and collaborating with team members to meet client needs.
Responsibilities
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
Qualification
Required
3+ years of experience working with clients as a Financial Planner required
Series 65 or Series 66 license required
Bachelor's Degree from an accredited college or university
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
Ability to Relocate: Buffalo Grove, IL 60089: Relocate before starting work (Required)
Preferred
CERTIFIED FINANCIAL PLANNER™ preferred
Life Insurance license preferred
CFP is a designation requirement to be obtained within 2 years from hire date
Life insurance license must be obtained within 6 months from hire date
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
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Talentsearchpro
Talent Search Pro, we understand that making the right hire is a critical action that you have to take as an organization.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase