Medilinkers LLC · 3 days ago
Financial Planner – Lead ($121,000 – $150,000)
Buffalo Grove, IL
Full-time
Onsite
Mid Level
$121K/yr - $150K/yr
3+ years expMedilinkers LLC is a well-established wealth management firm located in the Chicago metropolitan area. They are seeking a highly skilled Lead Financial Planner / Service Advisor to manage client relationships and deliver comprehensive financial guidance, focusing on retirement planning and investment management.
Translation & Localization
No H1B
Hiring Manager
Adil Shah
Responsibilities
Serve as the primary relationship manager for assigned clients within the holistic wealth management division
Build and maintain long-term, trusted relationships through regular meetings, reviews, and proactive outreach
Respond promptly and professionally to client inquiries, requests, and planning updates
Ensure all client interactions meet a high standard of attentiveness, accuracy, and follow-through
Develop and present comprehensive financial plans tailored to each client’s goals, risk tolerance, and life stage
Design detailed retirement income strategies, including accumulation, distribution, and longevity planning
Monitor, track, and update retirement plans on an ongoing basis as client circumstances evolve
Prepare cash flow, net worth, and scenario-based planning analyses
Prepare and review investment portfolio summaries and asset allocation analyses
Support portfolio rebalancing discussions and long-term investment strategy reviews
Collaborate with advisors to ensure investment recommendations align with financial plans
Utilize tax planning software to evaluate current and future tax strategies
Identify tax-efficient planning opportunities and coordinate with internal or external tax professionals
Run, analyze, and compare illustrations for annuities, life insurance, and long-term care (LTC) solutions
Assist in evaluating estate planning considerations and risk management strategies
Prepare detailed financial planning reports, projections, and presentations
Handle customized, one-off financial analyses as requested by clients or advisors
Maintain accurate documentation and planning records across internal systems
Work closely with Lead Advisors and internal team members in a collaborative, pod-based environment
Conduct structured client review meetings according to assigned service models
Support onboarding of new clients and ensure smooth transitions into ongoing service
Identify opportunities to deepen relationships through additional planning services or assets with existing clients
Qualification
Required
Minimum 3 years of experience working directly with clients as a Financial Planner
Active Series 65 or Series 66 license (required)
Bachelor's degree from an accredited college or university
Strong proficiency in Microsoft Excel, including financial models and planning spreadsheets
Exceptional attention to detail and high standards of accuracy
Ability to manage multiple client relationships, priorities, and deadlines simultaneously
Strong interpersonal, communication, and relationship-building skills
Demonstrated passion for financial and retirement planning
Preferred
CERTIFIED FINANCIAL PLANNER™ (CFP) certification
Life Insurance License
Benefits
Paid time off
Health, dental, and vision insurance
401(k) with company matching
Mentorship from firm leadership and senior advisors
Clear career growth and advancement opportunities
Stable, supportive, and family-oriented company culture
Office perks including complimentary snacks, beverages, and 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