Paraplanner
Recruiting Partner: Melisa Zucaro
Buffalo Grove, Illinois | Finance | Not Remote | $70,000 to $110,000 | Job ID: 161986
Job Summary
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Our client, an established and growing wealth management firm based in Buffalo Grove, IL, is seeking a Paraplanner to join their team. This is a full-time, in-office role offering long-term career development, mentorship from senior advisors, and the opportunity to work closely with high-performing financial professionals. The ideal candidate will bring strong attention to detail, a passion for financial planning, and experience supporting client-facing advisors.
Paraplanner Compensation & Benefits
- Base salary: $70,000 – $110,000 depending on experience
- Annual team performance bonuses
- Health, dental, and vision insurance
- 401(k) with strong company match
- Paid time off and holidays
- Ongoing mentorship from firm leaders
- Career development and advancement opportunities
- Collaborative, team-based office culture
Paraplanner Responsibilities & Qualifications
- 1–3+ years of experience in financial services
- Bachelor's degree required
- High proficiency in Microsoft Excel and working with numbers
- Detail-oriented with strong multitasking skills
- CFP, CPA, Series 65/66 a plus, but not required
- Strong interest in retirement planning and financial advisory support
- Must be comfortable working in an on-site, collaborative office environment
- Assist Lead Advisors in preparing comprehensive financial and retirement income plans
- Input and analyze client data in proprietary planning software and tax tools
- Prepare investment summaries, asset allocations, and client-ready planning documents
- Support onboarding and ongoing service for new and existing clients
- Run illustrations for annuities and insurance products as needed
- Prepare various one-time analysis reports and assist with special projects
- Collaborate with internal teams to support client case planning
At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
JOB ID: 161986
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Melisa Zucaro
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Additional Information
At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
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Additional Information
At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.
