Financial Advisor / Financial Planner - Series 65 or 66 Required
BlackStar, Buffalo Grove, IL, United States
About the Role:
Established wealth management firm with 20+ years of experience and $350M+ AUM is seeking an experienced
Financial Advisor / Lead Planner (Service Advisor)
to join our growing advisory team.
This is a
client-focused financial planning role (not a cold sales role)
supporting ~700 households with retirement planning, investment analysis, tax strategy coordination, and holistic wealth management services.
Key Responsibilities:
Serve as primary advisor contact for assigned clients
Develop and maintain comprehensive
financial and retirement plans
Prepare investment, portfolio, and asset allocation analyses
Conduct client review meetings and ongoing relationship management
Analyze retirement income strategies, annuities, and insurance solutions
Support tax planning and financial strategy development
Utilize financial planning software and advanced Excel models
Collaborate with advisors in a team-based pod structure
Ensure proactive year-round client communication and service
Required Qualifications:
Series 65 or Series 66 License (Required)
3+ years of experience working directly with financial planning clients (Required)
Bachelor's degree in Finance, Business, or related field
Strong Microsoft Excel and analytical skills
Experience in financial planning, retirement planning, or wealth management
Preferred Qualifications:
CFP® designation or in progress
Life Insurance License (or ability to obtain within 6 months)
Strong knowledge of retirement income planning strategies
Highly detail-oriented with strong communication skills
What We Offer:
Competitive base salary + performance bonuses
Full benefits: medical, dental, vision
401(k) with company match
Paid time off
Career advancement and mentorship from senior advisors
Stable, established firm with long-term client relationships
Supportive, team-oriented culture
Office perks, including snacks and Starbucks coffee
Schedule:
Monday–Thursday: 8:45 AM – 5:00 PM
Friday: 8:45 AM – 2:30 PM (early finish when priorities are met)
Why Join Us:
Join a trusted, client-first wealth management firm where relationships matter most. This is a long-term career opportunity to grow within a stable advisory practice focused on
holistic financial planning and client success .
#J-18808-Ljbffr
Established wealth management firm with 20+ years of experience and $350M+ AUM is seeking an experienced
Financial Advisor / Lead Planner (Service Advisor)
to join our growing advisory team.
This is a
client-focused financial planning role (not a cold sales role)
supporting ~700 households with retirement planning, investment analysis, tax strategy coordination, and holistic wealth management services.
Key Responsibilities:
Serve as primary advisor contact for assigned clients
Develop and maintain comprehensive
financial and retirement plans
Prepare investment, portfolio, and asset allocation analyses
Conduct client review meetings and ongoing relationship management
Analyze retirement income strategies, annuities, and insurance solutions
Support tax planning and financial strategy development
Utilize financial planning software and advanced Excel models
Collaborate with advisors in a team-based pod structure
Ensure proactive year-round client communication and service
Required Qualifications:
Series 65 or Series 66 License (Required)
3+ years of experience working directly with financial planning clients (Required)
Bachelor's degree in Finance, Business, or related field
Strong Microsoft Excel and analytical skills
Experience in financial planning, retirement planning, or wealth management
Preferred Qualifications:
CFP® designation or in progress
Life Insurance License (or ability to obtain within 6 months)
Strong knowledge of retirement income planning strategies
Highly detail-oriented with strong communication skills
What We Offer:
Competitive base salary + performance bonuses
Full benefits: medical, dental, vision
401(k) with company match
Paid time off
Career advancement and mentorship from senior advisors
Stable, established firm with long-term client relationships
Supportive, team-oriented culture
Office perks, including snacks and Starbucks coffee
Schedule:
Monday–Thursday: 8:45 AM – 5:00 PM
Friday: 8:45 AM – 2:30 PM (early finish when priorities are met)
Why Join Us:
Join a trusted, client-first wealth management firm where relationships matter most. This is a long-term career opportunity to grow within a stable advisory practice focused on
holistic financial planning and client success .
#J-18808-Ljbffr