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A respected and expanding wealth advisory firm in Buffalo Grove, IL is looking to hire a Paraplanner to support its growing client base. This in-office position offers hands-on learning, exposure to complex planning scenarios, and close collaboration with seasoned advisors who are committed to your growth. It’s an ideal opportunity for someone eager to advance their career in financial planning within a professional, mentorship-driven environment.
Compensation & Benefits
- Competitive base salary: $70,000 – $110,000 based on background and skill level
- Performance-based annual bonus potential
- Medical, dental, and vision coverage
- 401(k) plan with generous employer match
- Paid vacation, holidays, and personal time
- Direct mentorship from experienced financial advisors
- Structured pathway for career progression
- Positive and team-oriented work environment
Key Responsibilities
- Support senior advisors in the development of holistic financial plans
- Enter and review client information in financial planning software and CRM systems
- Create reports on asset allocation, portfolio performance, and retirement projections
- Assist with preparation of investment recommendations and client presentation materials
- Participate in client onboarding process and provide ongoing service support
- Help evaluate insurance and annuity solutions, including running product illustrations
- Conduct research and assist in compiling data for financial analysis and planning projects
- Coordinate with internal departments to ensure accurate and timely plan delivery
Ideal Candidate Profile
- 1–3+ years of relevant experience in financial planning or investment services
- Bachelor’s degree required (Finance, Accounting, or related field preferred)
- Familiarity with financial planning tools and strong Excel skills
- Excellent organizational skills and a strong eye for detail
- CFP®, CPA, or Series 65/66 licensing preferred but not mandatory
- Interest in long-term career growth within the financial advisory profession
- Comfortable working in a collaborative, fast-paced in-office setting
If you're ready to build your financial planning career with a firm that values mentorship, professionalism, and team success, this could be the perfect next step.
JOB ID: 171194
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Kristan Caceres