Velia Multi Services ยท 1 day ago
Financial Planner - Lead
Buffalo Grove, IL
Full-time
Onsite
Mid Level
3+ years expVelia Multi Services is seeking a Lead Planner / Service Advisor to manage a wide range of financial planning responsibilities while fostering strong relationships with clients. The role involves serving as the main point of contact for clients, preparing comprehensive financial plans, and collaborating with team members to meet client needs.
Management Consulting
Responsibilities
Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division
Service all client needs, requests, questions, and updates
Prepare comprehensive financial plan recommendations
Prepare and develop robust retirement income plans and retirement plan tracking
Prepare investment portfolio summaries and asset allocation analyses
Meet regularly with clients to establish trusting, supportive relationships
Prepare and analyze various financial planning reports
Utilize tax planning software to assess client tax situations and tax strategies
Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients
Oversee preparation of various one-off analysis requests
Handle a variety of other financial planning related analyses and services as needed
Collaborate with team members and advisors on client cases
Conduct regular client reviews according to their assigned Service Model
Proactively check-in with clients throughout the year to ensure all client needs are met
Qualification
Required
3+ years of experience working with clients as a Financial Planner required
Series 65 or Series 66 license required
Bachelor's Degree from an accredited college or university
Strong passion for financial and retirement planning
Enjoys working with numbers, spreadsheets and planning analysis
Very strong Microsoft Excel experience and familiarity
Highly detail-oriented and accurate
Must be capable of multi-tasking and tracking multiple items/projects at the same time
Friendly, outgoing, and able to build and maintain strong relationships
Preferred
CERTIFIED FINANCIAL PLANNER preferred
CFP is a designation requirement to be obtained within 2 years from hire date
Life Insurance license preferred
Life insurance license must be obtained within 6 months from hire date
Benefits
Paid time-off
Health, dental, vision insurance
401(k) with company matching program
Mentoring from firm owners and senior advisor
Career growth and advancement opportunities
Competitive Paid time off
Unlimited snacks and drinks available in - office
Access to free Starbucks coffee machine throughout your work week shifts
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Velia Multi Services
At Velia Multi Services, our mission is to elevate the hiring experience by connecting organizations with exceptional talent through a thoughtful, relationship, driven approach.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase