Paraplanner
Paraplanner
Location: Buffalo Grove, IL – Fully On-site
Experience Level: Associate to Mid-Senior (3–5 Years Preferred)
Industry: Financial Services
Visa Sponsorship: Not available for this position.
Our firm has been retained by an established financial services practice to find a dedicated and detail-oriented Paraplanner. This role is ideal for a professional who enjoys the "behind-the-scenes" work of financial planning—building robust plans using a proprietary Excel-based system and managing the critical workflows that follow client meetings.
This position is a perfect fit for an experienced Paraplanner or a Financial Advisor/Planner who wishes to step away from the client-facing sales cycle and transition into a role focused entirely on the technical and administrative side of wealth management.
Key Responsibilities: