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© All Rights Reserved. ApplyBlast.com
SGL Financial
The Lead Planner / Service Advisor provides day-to-day financial planning support to clients, serving as the main point of contact for holistic wealth management services. The role involves preparing comprehensive financial and retirement plans, analyzing investment portfolios, and maintaining strong client relationships while supporting the Lead Advisor team.
Headquarters
Buffalo Grove, Illinois, United States
Company Size
11-50 employees
Founded
2006
SGL Financial provides individuals and families with customized financial plans and investment strategies. Located in Buffalo Grove, Il.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SGL Financial.
60% above the average for this role