TechnoSphere, Inc. · 20 hours ago
Certified Financial Planner - Lead
Buffalo Grove, IL
Full-time
Onsite
Mid Level
$121K/yr - $150K/yr
3+ years expTechnosphere, Inc. is seeking a Lead Planner / Service Advisor to handle a wide range of financial planning responsibilities while maintaining strong relationships with clients. The role involves providing financial planning support and managing client follow-ups, with opportunities for new sales with existing clients.
AnalyticsArtificial Intelligence (AI)ConsultingCyber SecurityInformation TechnologyInternet of ThingsSoftware
Responsibilities
Handle a wide range of financial planning responsibilities
Maintaining trusting, supportive, and strong relationships with the client base
Work closely as a member of our team-based 'pod' structure managed by our Lead Advisors
Find and source new advisory clients to work with SGL Financial
Provide day-to-day financial planning support for clients
Manage the follow-up of client meetings and relationships
Assist with data input and development of comprehensive retirement plans
Assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations
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
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Company
TechnoSphere, Inc.
Established in 1994, TechnoSphere is a Global IT Solutions and Services provider, specializing in Digital Transformation, Software Consulting, Business Analytics, AI, and Cloud Computing.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Aureo Capiral
COO
Viraj Parekh
Managing Partner / CGO
Company data provided by crunchbase