Paraplanner – Financial Planning - Buffalo Grove, Illinois, United States

Only for registered members Buffalo Grove, Illinois, United States

3 hours ago

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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, retireme ...
Job description


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

  • 3–5 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)
  • Bachelor's 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: Mon–Thu 9 am–5 pm | Fri 9 am–2:30 pm
  • Salary: $70,000–$125,000+ (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.




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