Careers at Lantz Financial

Our team is comprised of smart, talented, self-driven individuals, who strive to be the best, both professionally and personally.

We believe in:

Collaboration, innovation, excellence, and always doing the right thing, while providing world-class service to our clients. Our firm offers competitive compensation, comprehensive benefits, and opportunities for growth while maintaining a positive work-life balance.

We understand the individuality of our employees and the unique path they will take to fulfill their ambitions. Are you ready to start your journey and join our team today?

Our Values

Our vision is to deliver trusted advice and exceptional service to our clients as we guide families to a better life. We focus on our culture of growth and hire those that exhibit the following values:

Humility

  • Team player
  • Integrity
  • Honest
  • Respectful
  • Empathic

Motivation

  • Goal oriented
  • Positive attitude
  • Hardworking
  • Exceeding expectations
  • Committed to excellence

Knowledge

  • Forward thinking
  • Intellectual curiosity
  • Commitment to learning
  • Collaborative
  • Creative and free thinking

Our Culture

  • Generous PTO and floating holidays
  • Flexible, remote working opportunities
  • Team building events
  • Holiday team social gatherings
  • Casual Fridays
  • Summer hours
  • Charitable matching donations
  • Celebratory lunches

Benefits

  • Medical insurance
  • Dental and vision
  • Short- and long-term disability
  • Healthcare savings account
  • 401(k), Roth 401(k) and profit sharing
  • Life insurance

Growth and development

  • Training, education, and certification
  • LFEE (Lantz Financial Employee Education ) lunch and learns
  • Ongoing coaching and development
  • Career paths with defined opportunities to excel and earn
  • Opportunities to attend educational events and seminars

Open Positions

Operations

If you have a desire to succeed and are passionate about what you want to do, we invite you to reach out. If interested, please submit your resume to This email address is being protected from spambots. You need JavaScript enabled to view it. or complete the form below.

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Contact

  • Phone:
    (331) 204-6230
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Address:
    1733 Park Street, Suite 350 Naperville, IL 60563

Clients

Review your investment professional at Investor.gov: https://www.investor.gov/

Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
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