Medilinkers LLC · 2 hours ago
Financial Planner – Lead | $121,000–$150,000 | Buffalo Grove, IL
Buffalo Grove, IL
Full-time
Onsite
Mid Level
$121K/yr - $150K/yr
3+ years expMedilinkers LLC is a trusted wealth management and financial planning firm serving the Buffalo Grove & Chicago area for over 20 years. They are seeking a Lead Planner / Service Advisor to provide high-touch financial planning support and strengthen client relationships, focusing on helping clients achieve their financial goals through comprehensive planning and investment management.
Translation & Localization
Hiring Manager
Adil Shah
Responsibilities
Serve as the primary point of contact for assigned clients, addressing all needs and inquiries
Develop comprehensive financial plans, retirement strategies, and investment portfolio analyses
Conduct tax planning and insurance evaluations, including annuities, life, and long-term care products
Prepare and review one-off analyses and client requests
Collaborate with advisors and team members on complex client cases
Conduct proactive client reviews and maintain regular check-ins to ensure client satisfaction
Qualification
Required
3+ years of direct client experience as a Financial Planner
Series 65 or 66 license
Bachelor's Degree from an accredited institution
Advanced Microsoft Excel skills and financial analysis proficiency
Detail-oriented, organized, and capable of managing multiple projects simultaneously
Strong interpersonal skills with the ability to build and maintain lasting client relationships
Preferred
CFP designation (must obtain within 2 years)
Life Insurance license (must obtain within 6 months)
Benefits
Comprehensive health, dental, and vision coverage
401(k) with company match
Paid time off and supportive work environment
Mentorship and career growth opportunities
Unlimited office snacks and Starbucks coffee
Company
Medilinkers LLC
At Medilinkers, we provide comprehensive global medical services, specializing in interpretation, transcription, and billing.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase