Lead Financial Planner / Service Advisor

Job overview

The Lead Financial Planner / Service Advisor role is onsite in Buffalo Grove, IL. Compensation is $130,000–$150,000 per year. The role provides comprehensive financial planning and ongoing client service within Premier Global Links’ wealth-management environment. As the primary contact for assigned clients, the planner develops and monitors financial strategies, conducts reviews, and coordinates with lead advisors and team members. The work supports long-term client relationships and planning needs across retirement, investments, taxes, and insurance.

What you'll do

• Serve as primary contact for assigned wealth-management clients
• develop comprehensive financial plans and personalized recommendations
• prepare and monitor retirement income plans and analyses
• prepare investment portfolio summaries and asset-allocation analyses
• conduct client review meetings
• analyze planning reports and financial scenarios
• use tax-planning tools to evaluate situations and potential strategies
• analyze insurance, annuity, life insurance, and long-term-care options
• complete customized analyses and client requests
• collaborate with lead advisors and team members
• maintain client information, follow-ups, and planning documentation
• identify additional planning or investment opportunities for existing clients when applicable.

What we're looking for

Skills & competencies

lead financial planner

service advisor

financial planning

retirement planning

investment analysis

client service

series 65

series 66

buffalo grove il

premier global links

$130k–$150k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• 401(k) with company matching
• paid time off
• paid lunch hours
• mentoring and career advancement opportunities.

Why this role

Primarily non-sales planning and client service; Series 65 or Series 66 license required, with CFP preferred.

About the employer

Premier Global Links is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.