Paraplanner – Financial Planning - Buffalo Grove, Illinois, United States
3 hours ago

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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