Financial Planner
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Financial Planner Lead
VIRGO AND ARIES LLC was founded to help individuals and small businesses thrive by connecting talent with opportunity. Our mission is to empower entrepreneurs, professionals, and business owners with tailored solutions that support growth, success, and career development.
Job Description
Financial Planner Lead Buffalo Grove, IL 60089 Experience Level: Associate Experience Required: 3+ Years Education Required: Bachelor's Degree Job Function: Finance Industry: Financial Services
Job Type
Full-Time Relocation Assistance: Not Available Visa Sponsorship: Not Available Licensing
Requirements:
Series 65 or Series 66 required, with a minimum of three years of direct client-facing experience as a Financial Planner. Position Summary The Financial Planner Lead provides comprehensive financial and retirement planning services while building strong, long-term client relationships. This is primarily a non-sales role focused on financial analysis, client service, planning, and collaboration with Lead Advisors.
Key Responsibilities
Serve as the primary contact for assigned clients. Respond to client questions, requests, and follow-ups. Prepare comprehensive financial and retirement plans. Analyze investments, asset allocation, and financial data. Conduct client meetings and periodic financial reviews. Use tax-planning tools to evaluate strategies and scenarios. Prepare illustrations for annuities, life insurance, and long-term care. Complete financial analyses and planning projects as needed. Collaborate with advisors and team members on client cases. Maintain proactive communication and exceptional client service. Requirements Qualifications 3+ years of financial planning experience with direct client interaction. Series 65 or Series 66 required. CFP designation preferred; must be obtained within 2 years of hire. Life Insurance license preferred; must be obtained within 6 months of hire. Bachelor's degree from an accredited institution. Strong financial and retirement planning knowledge. Advanced Microsoft Excel and analytical skills. Excellent attention to detail and organizational skills. Ability to manage multiple priorities while maintaining strong client relationships. Benefits Benefits Competitive base salary + performance bonuses Paid time off Health, dental, and vision insurance 401(k) with company match Mentorship and professional development Career advancement opportunities Supportive, relationship-focused work environment Paid lunch hours In-office snacks, beverages, and premium coffee
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