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JOB DETAILS

Financial Planner - Lead | Wealth & Retirement Planning | $121K-$150K

CompanyPurple Cow Recruiting
LocationBuffalo Grove
Work ModeOn Site
PostedSeptember 10, 2026
About The Company
Purple Cow Recruiting is a global talent acquisition firm that connects top-tier professionals with leading organizations across industries, including the United States federal government. We specialize in recruiting for healthcare and technical roles, offering both permanent and temporary staffing solutions, including all back end support. Our approach is tailored to meet the unique needs of each client, ensuring compliance with key industry standards such as Joint Commission, HIPAA, NIST, and FedRAMP, while delivering exceptional candidates. Technical, Healthcare, and Commercial Expertise : -Deployment of FTEs: Capability to deploy fully credentialed professionals across technical, healthcare, and commercial roles. -Telehealth and Remote IT Solutions: Proficient in remote support for both healthcare and technical operations. -Commercial Expertise: Strong track record in placing candidates in corporate roles, including finance, marketing, and engineering. Compliance and Quality Assurance: -Adherence to federal standards (e.g., Joint Commission, HIPAA, NIST, FedRAMP) and industry best practices for commercial sectors. -Quality Control Plan (QCP) includes regular audits, performance reviews, and compliance checks. Past Performance: Successfully delivered staffing solutions for DoD contracts, healthcare institutions, and leading commercial enterprises. Our performance consistently meets or exceeds client expectations in both public and private sectors. Key Personnel: -Fiona Rintoul, CEO: Oversees strategic direction and operational alignment. -Chelsea Drinkard, VP of Recruiting: Manages recruitment across federal, healthcare, technical, and commercial sectors. Purple Cow Recruiting ensures high-quality staffing solutions, aligning with both public and private sector objectives to support mission-critical operations and commercial growth.
About the Role

Description

Dana Gudermuth
Senior Recruiter | Heartline Staffing
Call or Text: (314) 526-0706
Email: Dana@heartlinestaffing.com

Prefer a confidential conversation instead of applying? Call or text Dana directly at (314) 526-0706.

Heartline Staffing is recruiting an experienced Financial Planner - Lead for an established wealth management and financial planning firm in Buffalo Grove, Illinois. This is primarily a non-sales, relationship-focused financial planning role for someone who enjoys developing comprehensive financial and retirement plans while building long-term, trusted client relationships.

The firm has served the Buffalo Grove and Chicago area for more than 20 years, oversees approximately $350 million in total assets, and serves approximately 700 families across multiple financial services and divisions.

POSITION OVERVIEW
The Financial Planner - Lead will serve as the primary point of contact for assigned clients and provide day-to-day financial planning support within a team-based structure. New advisory clients are sourced and onboarded by Lead Advisors and then transitioned to the Financial Planner - Lead for ongoing planning, service, and relationship management.

While primarily a non-sales role, there are opportunities to identify additional assets and cross-sale opportunities within existing client relationships.

COMPENSATION
• $121,000-$150,000
• Performance-based bonus

SCHEDULE
• Monday-Thursday: 8:45 AM-5:00 PM
• Friday: 8:45 AM-2:30 PM, assuming all high-priority tasks and work are completed
• Paid lunch hours
• On-site in Buffalo Grove, IL

ROLE
• Serve as the main point of contact for assigned clients within the Holistic Wealth Management division.
• Service client needs, requests, questions, and updates.
• Prepare comprehensive financial plan recommendations.
• 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 financial planning reports.
• Utilize tax planning software to assess client tax situations and strategies.
• Run, review, and compare illustrations for annuities, life insurance, and long-term care to identify appropriate options for clients.
• Oversee preparation of one-off financial planning analyses as needed.
• Collaborate with team members and advisors on client cases.
• Conduct regular client reviews according to the assigned Service Model.
• Proactively check in with clients throughout the year to ensure client needs are met.
• Utilize proprietary planning software for data input and development of comprehensive retirement plans.

BENEFITS
• Paid time off
• Health insurance
• Dental insurance
• Vision insurance
• 401(k) with company matching
• Mentoring from firm owners and senior advisor
• Career growth and advancement opportunities
• Paid lunch hours
• Supportive, family-oriented company culture
• Unlimited snacks and drinks available in the office
• Access to an in-office Starbucks coffee machine

Requirements

Requirements
• 3+ Years Of Experience Working Directly With Clients As A Financial Planner REQUIRED
• Series 65 Or Series 66 License REQUIRED
• Bachelor's Degree From An Accredited College Or University REQUIRED
• CFP Designation Must Be Obtained Within 2 Years From Hire Date REQUIRED
• Life Insurance License Must Be Obtained Within 6 Months From Hire Date REQUIRED
• Very Strong Microsoft Excel Experience REQUIRED
• Highly Detail-Oriented And Accurate REQUIRED
• Ability To Multitask And Track Multiple Items / Projects Simultaneously REQUIRED
• Ability To Build And Maintain Strong Client Relationships REQUIRED
• Ability To Work On-Site In Buffalo Grove, IL REQUIRED

Preferred
• CERTIFIED FINANCIAL PLANNER™ Designation Preferred At Hire
• Life Insurance License Preferred At Hire

Not ready to formally apply? That's completely fine. Many financial planning professionals prefer a confidential conversation first.
Call or text Dana directly at (314) 526-0706.
Email: Dana@heartlinestaffing.com

Key Skills
Financial planningRetirement planningWealth managementClient relationship managementInvestment portfolio analysisAsset allocationTax planningMicrosoft ExcelData analysisFinancial reportingLife insurance illustrationAnnuity illustrationLong-term care planningMultitaskingDetail-oriented
Categories
Finance & AccountingManagement & LeadershipCustomer Service & Support
Benefits
Paid time offHealth insuranceDental insuranceVision insurance401(k) with company matchingMentoringCareer growth and advancement opportunitiesPaid lunch hoursSupportive, family-oriented company cultureUnlimited snacks and drinksIn-office Starbucks coffee machine
Job Information
📋Core Responsibilities
The Financial Planner will serve as the primary point of contact for assigned clients, providing comprehensive financial and retirement planning services. They will collaborate with the team to manage client relationships, prepare financial reports, and analyze investment portfolios.
📋Job Type
full time
💰Salary Range
$121,000 - $150,000
📊Experience Level
2-5
💼Company Size
13
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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