Financial Advisor at Saxon-Global Financial Advisor at Saxon-Global in Palatine, Illinois Posted in 11 minutes ago.

Type:

full-time Financial Advisor - Lead Planner / Service Advisor ????

Location:

Buffalo Grove, IL 60089 ????

Employment:

Full-Time | In Person Job Summary We are seeking an experienced Financial Advisor / Lead Planner / Service Advisor to join an established wealth management and financial planning firm serving the Buffalo Grove and Chicago, IL area. This is primarily a non-sales financial planning and client service role , focused on developing comprehensive financial and retirement plans, analyzing investment and tax strategies, and building long-term relationships with assigned clients. Key Responsibilities Serve as the primary point of contact for assigned clients within the Holistic Wealth Management division. Manage client needs, questions, requests, and account updates. Prepare comprehensive financial planning recommendations. Develop and monitor retirement income plans and retirement plan tracking. Prepare investment portfolio summaries and asset allocation analyses. Meet regularly with clients and build strong, trusted relationships. Prepare and analyze financial planning reports and recommendations. Utilize tax planning software to evaluate client tax situations and strategies. Review and compare illustrations for annuities, life insurance, and long-term care (LTC). Complete one-off financial planning analyses and special client requests. Conduct regular client reviews based on assigned service models. Proactively communicate with clients throughout the year to identify and address their needs. Collaborate with Lead Advisors and other team members on client cases. Identify opportunities involving additional assets and cross-selling of appropriate services to existing clients. Utilize proprietary financial planning software for data input, analysis, and development of comprehensive retirement plans. Required Qualifications 3+ years of direct client-facing experience as a Financial Planner required. Series 65 or Series 66 required. Bachelor's degree from an accredited college or university. Strong knowledge of financial and retirement planning. Strong Microsoft Excel skills and comfort working with spreadsheets and financial analysis. Highly detail-oriented with strong accuracy. Ability to manage multiple clients, projects, and priorities simultaneously. Excellent communication and relationship-building skills. Friendly, professional, attentive, and client-focused approach. Preferred Qualifications

CERTIFIED FINANCIAL PLANNER

™ (CFP®) designation preferred. CFP® designation must be obtained within 2 years of hire if not already held. Life Insurance License preferred; must be obtained within 6 months of hire if not already held. Strong interest in investment, retirement, tax, and holistic financial planning.