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 required
CPA, Series 65/66 a plus
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

JOB ID: 170940

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Melisa Zucaro

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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.

Kalyn joined Goodwin Recruiting with over a decade of experience in operations, leadership, and hospitality management. She’s known for her values-driven approach, strong team-building skills, and commitment to excellence. Kalyn’s experience across industries - ranging from medical and construction to hospitality and finance - has made her highly effective in full-cycle recruiting.