Description:

Dana Gudermuth Senior Recruiter |

Heartline Staffing Call or Text:

(314) 526-0706

Email:

Dana@heartlinestaffing.com Prefer a confidential conversation instead of applying? Call or text Dana directly at (314) 526-0706 . Heartline Staffing is recruiting an experienced Financial Planner - Lead for an established wealth management and financial planning firm in Buffalo Grove, Illinois. This is primarily a non-sales, relationship-focused financial planning role for someone who enjoys developing comprehensive financial and retirement plans while building long-term, trusted client relationships. The firm has served the Buffalo Grove and Chicago area for more than 20 years, oversees approximately $350 million in total assets, and serves approximately 700 families across multiple financial services and divisions.

POSITION OVERVIEW

The Financial Planner - Lead will serve as the primary point of contact for assigned clients and provide day-to-day financial planning support within a team-based structure. New advisory clients are sourced and onboarded by Lead Advisors and then transitioned to the Financial Planner - Lead for ongoing planning, service, and relationship management. While primarily a non-sales role, there are opportunities to identify additional assets and cross-sale opportunities within existing client relationships.

COMPENSATION

$121,000-$150,000 Performance-based bonus

SCHEDULE

Monday-Thursday:

8:45 AM-5:00

PM Friday:

8:45 AM-2:30 PM, assuming all high-priority tasks and work are completed Paid lunch hours On-site in Buffalo Grove, IL ROLE Serve as the main point of contact for assigned clients within the Holistic Wealth Management division. Service client needs, requests, questions, and updates. Prepare comprehensive financial plan recommendations. 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 financial planning reports. Utilize tax planning software to assess client tax situations and strategies. Run, review, and compare illustrations for annuities, life insurance, and long-term care to identify appropriate options for clients. Oversee preparation of one-off financial planning analyses as needed. Collaborate with team members and advisors on client cases. Conduct regular client reviews according to the assigned Service Model. Proactively check in with clients throughout the year to ensure client needs are met. Utilize proprietary planning software for data input and development of comprehensive retirement plans.

BENEFITS

Paid time off Health insurance Dental insurance Vision insurance 401(k) with company matching Mentoring from firm owners and senior advisor Career growth and advancement opportunities Paid lunch hours Supportive, family-oriented company culture Unlimited snacks and drinks available in the office Access to an in-office Starbucks coffee machine

Requirements:

Requirements 3+ Years Of Experience Working Directly With Clients As A Financial Planner

REQUIRED

Series 65 Or Series 66 License

REQUIRED

Bachelor's Degree From An Accredited College Or University

REQUIRED CFP

Designation Must Be Obtained Within 2 Years From Hire Date

REQUIRED

Life Insurance License Must Be Obtained Within 6 Months From Hire Date

REQUIRED

Very Strong Microsoft Excel Experience

REQUIRED

Highly Detail-Oriented And Accurate

REQUIRED

Ability To Multitask And Track Multiple Items / Projects Simultaneously

REQUIRED

Ability To Build And Maintain Strong Client Relationships

REQUIRED

Ability To Work On-Site In Buffalo Grove, IL

REQUIRED

Preferred

CERTIFIED FINANCIAL PLANNER

™ Designation Preferred At Hire Life Insurance License Preferred At Hire Not ready to formally apply? That's completely fine. Many financial planning professionals prefer a confidential conversation first. Call or text Dana directly at (314) 526-0706 .

Email:

Dana@heartlinestaffing.com