Financial Planner – Lead (Only W2)
Trispark Inc · Buffalo Grove, IL
$92k/yr (est.)Posted 5h agoAccounting & Finance
Position summary
Financial Planner – Lead Buffalo Grove, IL 60089 Fulltime: Note: A Series 65 or 66 are required, along with a minimum of three years of experience working directly with clients as a Financial Planner. Seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3 years of relevant experience. We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over …
This is the summary the employer released for listing. Full requirements, schedule and benefits appear on the employer's application page — continue below to read everything and apply.