Paraplanner – Financial Planning & Retirement

Buffalo Grove, IL - USA

Yearly Salary: $ 70000 - 125000

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Paraplanner Financial Planning & Retirement (Onsite Buffalo Grove IL)

We are seeking an experienced Paraplanner to join a well-established financial services firm with 10 years of success. This is a behind-the-scenes technical role focused on financial planning retirement strategies investment analysis and Excel-based modeling supporting Lead Advisors and client planning workflows.

Key Responsibilities

Prepare comprehensive financial plans and retirement income strategies
Create investment portfolio summaries and asset allocation analyses
Assist with tax planning data input and scenario analysis
Support client onboarding and advisor meeting follow-ups
Run annuity illustrations using online quote tools
Manage planning tasks and one-off financial analysis requests
Collaborate with advisors and internal team members

Qualifications

35 years of experience in paraplanning financial planning or advisor support
Strong background in retirement planning investments and portfolio analysis
Advanced Microsoft Excel skills (pivot tables formulas modeling)
Bachelors degree required
CFP CPA Series 65/66 preferred but not required
Highly detail-oriented with strong multitasking skills
Seeking a full-time in-office role

Job Highlights

Direct Hire Onsite Buffalo Grove IL
Schedule: MonThu 9 am5 pm Fri 9 am2:30 pm
Salary: $70000$125000 (DOE)
Excellent benefits: PTO health/dental/vision 401(k) with strong match
Annual bonuses mentoring from senior advisors and clear career growth

This role is ideal for a Paraplanner Service Advisor or Financial Advisor who enjoys the technical and analytical side of financial planning without heavy client-facing responsibilities.

Paraplanner Financial Planning & Retirement (Onsite Buffalo Grove IL) We are seeking an experienced Paraplanner to join a well-established financial services firm with 10 years of success. This is a behind-the-scenes technical role focused on financial planning retirement strategies investment ana...