Financial Planner - Lead Location: Buffalo Grove, IL | In-Person Schedule: Monday–Thursday, 8:45 AM–5:00 PM; Friday, 8:45 AM–2:30 PM Experience: 3+ Years Education: Bachelor's Degree Required Industry: Financial Services / Wealth Management Compensation: Base + Performance-Based Bonus Employment Type: Full-Time Position: 1 Relocation Assistance: Not Available Visa Sponsorship: Not Available About the Opportunity Our recruiting firm is conducting a confidential search for an experienced Financial Planner to join an established and growing wealth management organization. This is an excellent opportunity for a client-focused financial professional who enjoys building long-term relationships and providing comprehensive financial and retirement planning guidance. The position is primarily planning and client-service focused rather than sales-driven, with the opportunity to identify additional planning and investment needs among existing clients. Must-Haves • 3+ years of direct client-facing Financial Planning experience • Series 65 or Series 66 — required • Bachelor's degree — required • Strong knowledge of comprehensive financial and retirement planning • Strong Excel and financial analysis skills • Excellent attention to detail and organization • Ability to manage multiple client relationships and priorities • Strong communication and relationship-building skills Preferred: • CFP® designation • Life Insurance license • Experience with retirement income planning, investment analysis, tax planning, insurance analysis, and wealth management What You'll Do • Serve as a primary point of contact for an assigned client base. • Develop and present comprehensive financial plans and retirement income strategies. • Conduct client meetings, reviews, and ongoing planning conversations. • Analyze investment portfolios, asset allocation, and financial planning scenarios. • Perform retirement, tax, insurance, and other financial analyses. • Identify opportunities to improve clients' financial strategies and overall financial well-being. • Collaborate with senior advisors and other members of the planning team on client cases. • Proactively communicate with clients and ensure their ongoing needs are addressed. • Maintain accurate, detailed, and timely client planning records. Why Consider This Opportunity? • base salary + performance-based bonus • Strong work-life balance with an abbreviated Friday schedule • Health, dental, and vision insurance • 401(k) with company match • Paid time off • Mentorship from experienced financial professionals • Career advancement opportunities • Collaborative, relationship-focused culture with unlimited snacks and Starbucks coffee • Stable and growing wealth management organization Confidential Search This opportunity is being managed by a recruiting firm on behalf of a confidential wealth management client. Additional information about the organization will be shared with qualified candidates during the interview process.