Paraplanner

Federal Staffing Solutions Inc.

Job Location:

Buffalo Grove, IL - USA

Monthly Salary: Not Disclosed

Posted on: 22 hours ago

Vacancies: 1 Vacancy

Job Summary

We connect our employees with some of the best opportunities around.

Time and again our employees tell us that the most important thing we offer is respect. Federal Staffing Solutions puts people to work in all types of jobs. When you work with us you build a relationship with a team of employment professionals in your community who have in turn built professional relationships with the businesses that are hiring.

We are looking for a Paraplanner to work in Buffalo Grove IL supporting our client.

Paraplanner

Our client in the financial services industry is seeking a Paraplanner to join their team. This individual will need to have prior experience in financial planning and will be detail-oriented maintains accuracy and has a strong passion for the finance and retirement planning sector. The client is a small-midsized firm who are an established practice for over 10 years!

Your Role Within the Company

Collaborate and help prepare financial plan recommendations with the guidance of the teams Lead Advisor
Assist in preparing robust retirement income plans and income strategies
Prepare investment portfolio summaries and asset allocation analyses
Help communicate with clients occasionally for minor updates or needs
Assist in preparing various financial planning reports
Assist the Lead Advisor with onboarding new clients and ensuring their transition to our firm
Help input data into our tax planning software to assess client tax situations and tax strategies
Run simple illustrations for annuities using online quote engines
Oversee preparation of various one-off analysis requests
Collaborate with team members and advisors on client cases

Background Profile:

Bachelors degree
Strong passion for financial planning retirement planning and investments
CFP or CPA designations are a plus but not required
Enjoy working with numbers and spreadsheets
Very strong Microsoft Excel experience and familiarity
Highly detail-oriented and accurate
High multitasking capabilities
Looking for an in-office position
Minimum 1-3 years of experience in the financial services industry
Series 65 or Series 66 license are a plus but not required

Must Have:

An experienced Paraplanner with 3 - 5 years of experience or
A Service Advisor Financial Planner or Financial Advisor who is looking to step away from the whole client facing aspects of their role and prefers a full-time position focused on the technical and administrative side of financial planning.
Must have at least 1-3 years of experience in the financial services industry

Equal Opportunity Employer

Required Skills:

Must Have: An experienced Paraplanner with 3 - 5 years of experience or A Service Advisor Financial Planner or Financial Advisor who is looking to step away from the whole client facing aspects of their role and prefers a full-time position focused on the technical and administrative side of financial planning. Must have at least 1-3 years of experience in the financial services industry

We connect our employees with some of the best opportunities around.Time and again our employees tell us that the most important thing we offer is respect. Federal Staffing Solutions puts people to work in all types of jobs. When you work with us you build a relationship with a team of employment ...