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.