UNKNOWN

ADAPTED_NOW

The Lead Financial Planner will be responsible for developing comprehensive financial plans, ensuring regulatory compliance, and delivering holistic wealth management strategies that help clients achieve their long-term goals. Deep technical knowledge of financial planning disciplines including retirement income planning, tax-aware investing, estate planning coordination, insurance analysis (life, long-term care), and annuities.

YEAR

Everforth, Cybercoders

Lead Financial Planner

AdvantageAI

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team blends deep technical knowledge across investments, tax, retirement, and estate planning with a genuinely high touch approach, and we've built our reputation on long term relationships rather than one off transactions.

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com 🤖

Jobot

Wealth Advisor

The Wealth Manager will build and maintain deep client relationships, develop tailored wealth strategies, coordinate with internal and external partners (tax, legal and investment teams), and ensure regulatory compliance while contributing to business growth. We are seeking experienced Wealth Managers to join our growing team to provide comprehensive financial planning and investment management services for high-net-worth and affluent clients.

Wealth Manager (Multiple openings)

FEED

Lead Financial Planner duties: * Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division. Lead Certified Financial Planner needs 3 years of experience working directly with clients as a Financial Planner.

Globalchannelmanagement

Lead Certified Financial Planner

ea_via_bold

Associate Financial Planner Job Summary: Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which include management of both internal and external workflows. Lead Financial Planner Job Summary: Serve as the primary contact for assigned clients, developing customized financial plans, retirement strategies, and investment analyses using proprietary software.

Macpower Digital Assets Edge Private Limited

Financial Planner (Associate & Lead)

jobdiva

As a Financial Advisor / Financial Planner , you will serve as a primary point of contact for assigned wealth-management clients and work closely with senior advisors and other members of the financial planning team. If you are an experienced Financial Advisor / Financial Planner in Buffalo Grove, IL with 3+ years of direct client-facing financial planning experience and an active Series 65 or Series 66 license , we encourage you to apply.

Terra Talent Consulting

Financial Planner - Lead

Manatal

Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients. Lead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.

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. 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.

Premier Global Links

Financial Planner

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Velia multiservices

Our recruiting firm is conducting a confidential search for an experienced Financial Planner to join an established and growing wealth management organization. This is an excellent opportunity for a client-focused financial professional who enjoys building long-term relationships and providing comprehensive financial and retirement planning guidance.

Calqulate

FULL_TIME

To lead the firm’s financial planning function by delivering comprehensive client advisory services, managing planning staff and workflows, and driving strategic growth through wealth management, exit planning, and planning technology integration. This is a hybrid role, requiring at least three days per week working in the office to foster collaboration and maintain a high level of service for both clients and team members.

Monotelo Advisors

Senior Personal Financial Planner

Financial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a DEEP dive into planning. Investment Management – Our trading department works with advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax-loss harvesting, asset location, etc.

Identified Talent Solutions

This is a high-impact opportunity for an accomplished CFP® professional who knows comprehensive planning inside and out, can bring clarity to complex client situations, and is motivated by the opportunity to directly influence the firm's growth—and grow into a meaningful ownership role over time. Deliver planning for a demanding client base, including highly compensated sales professionals, owners of privately held businesses, and technology professionals with restricted stock units and concentrated company stock.

RK Partners

Senior Financial Planner-Lombard, IL

TalentNest

Velvet Ledger Workforce

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Financial Planner, Irvine, CA

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.

Hlubek District - Northwestern Mutual

Financial Planner Career Changer Opportunity

This role combines people leadership, financial planning expertise, relationship management, and operational oversight to ensure clients and their families receive exceptional, coordinated, and highly personalized support. Educate clients on financial planning concepts and strategies to support informed decision-making Lead, coach, and develop Relationship Managers and Financial Planners to achieve individual, team, and organizational goals.

Simplicity Group

AVP, Financial Planner, Wealth Management

clearcompany

Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

Northwestern Mutual - Central Illinois

Financial Planner with Healthcare Background

Insightful Financial Analysis & Reporting: Prepare sophisticated financial reports and analyses covering critical areas such as cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts, translating complex data into actionable insights. Strategic Client Engagement: Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals.

The Goldman Sachs Group Inc

Asset & Wealth Management, GS Ayco, Financial Planner, Analyst - Deerfield

In this role, you''ll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth. Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals.

Financial Planner Jobs in Illinois

Lead Financial Planner Everforth, Cybercoders

Wealth Advisor Jobot

Wealth Manager (Multiple openings) Everforth, Cybercoders

Lead Certified Financial Planner Globalchannelmanagement

Financial Planner (Associate & Lead) Macpower Digital Assets Edge Private Limited

Financial Planner - Lead Terra Talent Consulting

Lead Financial Planner Globalchannelmanagement

Financial Planner Premier Global Links

Financial Planner Velia multiservices

Financial Planner Calqulate

Senior Personal Financial Planner Monotelo Advisors

Financial Planner Identified Talent Solutions

Senior Financial Planner-Lombard, IL RK Partners

Financial Planner Velvet Ledger Workforce

Financial Planner, Irvine, CA RK Partners

Financial Planner Career Changer Opportunity Hlubek District - Northwestern Mutual

AVP, Financial Planner, Wealth Management Simplicity Group

Financial Planner with Healthcare Background Northwestern Mutual - Central Illinois

Asset & Wealth Management, GS Ayco, Financial Planner, Analyst - Deerfield The Goldman Sachs Group Inc

Senior Wealth Planner Associated Banc-Corp

Similar Job Searches

Stand out to leading employers.