About the Role Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment. This is primarily a non-sales financial planning role focused on building long-term client relationships, developing retirement and investment plans, analyzing financial strategies, and supporting clients across a broad range of planning needs. The ideal candidate is client-focused, detail-oriented, analytical, and passionate about financial and retirement planning. Key Responsibilities • Serve as the primary point of contact for assigned wealth management clients. • Develop comprehensive financial plans and personalized recommendations. • Prepare and monitor retirement income plans and retirement planning analyses. • Prepare investment portfolio summaries and asset allocation analyses. • Conduct regular client review meetings and proactively address client needs. • Analyze financial planning reports and client-specific financial scenarios. • Use tax planning tools to evaluate tax situations and potential strategies. • Analyze insurance, annuity, life insurance, and long-term care options. • Handle customized financial planning analyses and client requests. • Collaborate with Lead Advisors and team members on client cases. • Maintain accurate client information, follow-ups, and planning documentation. • Identify appropriate additional planning or investment opportunities for existing clients when applicable. Required Qualifications • 3+ years of experience working directly with clients as a Financial Planner. • Series 65 or Series 66 license required. • Bachelor's degree from an accredited college or university. • Strong knowledge of financial planning and retirement planning. • Excellent analytical, numerical, and problem-solving skills. • Strong Microsoft Excel skills. • Exceptional attention to detail and accuracy. • Ability to manage multiple clients, projects, and deadlines simultaneously. • Excellent communication and relationship-building skills. • Strong commitment to client service and financial planning. Preferred Qualifications • CERTIFIED FINANCIAL PLANNER (CFP®) certification preferred. • Candidates without the CFP® designation must be willing to obtain it within 2 years of hire. • Life Insurance License preferred; must be obtained within 6 months of hire if not already held. • Experience with tax planning, investment analysis, retirement income planning, or wealth management. Compensation & Benefits • Competitive base salary • Performance-based bonuses • Health, dental, and vision insurance • 401(k) with company matching • Paid time off • Paid lunch hours • Mentoring from firm owners and senior advisors • Career growth and advancement opportunities • Supportive, team-oriented workplace culture Work Schedule Monday–Thursday: 8:45 AM–5:00 PM Friday: 8:45 AM–2:30 PM, assuming high-priority work is completed This is an in-person position in Buffalo Grove, Illinois. Candidates must be able to relocate to or reliably work from Buffalo Grove before starting. Equal Opportunity Employer: Premier Global Links LLC is committed to providing equal employment opportunities to all qualified applicants.