Paraplanner - Buffalo Grove - Headsbase Consulting

Buffalo Grove, Illinois (Onsite) · Industry: Financial Services · Salary: $70,000 – $125,000+ (based on experience) · Schedule: Monday–Thursday 9:00am–5:00pm | Friday 9:00am–2:30pm · About the Opportunity · A well-established, small-to-midsized financial services firm (10+ years ...

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 retirem ...

Experienced Paraplanner with - 5 years of experience or Service Advisor Financial Planner or Financial Advisor looking to step away from client facing aspects and prefers full-time position focused on technical administrative side of financial planning. · ...

+We are looking for an experienced Paraplanner to support financial planning and retirement strategy work.This role is ideal for someone who enjoys the technical and administrative side of financial planning and prefers limited client-facing responsibilities. · ...

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 Parap ...

Experienced Paraplanner or Service Advisor looking to step away from client-facing aspects and focus on technical side of financial planning. · ...

· 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 plannin ...

We are seeking an experienced Financial Planner, Financial Advisor, and/or Certified Financial Planner (CFP) to join our team in a high-level Associate Planner / Associate Advisor / High Level Paraplanner role directly working with the CEO of the firm and his client base.A passio ...

Established financial planning firm seeking a detail-oriented Paraplanner to support their advisory team. · ...

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 ...

We are seeking a dedicated and detail-oriented Paraplanner to support our financial advisory team in delivering exceptional client service. · ...

+Job summary · We are seeking an experienced Financial Planner to join our team in a high-level Associate Planner / Associate Advisor / High Level Paraplanner role directly working with the CEO of the firm and his client base. This role is focused on delivering high-quality finan ...

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 strategiesPrepare investment portfolio summaries and asset allocation analysesHel ...

The paraplanner will work with the Lead Advisor to prepare financial plan recommendations and assist in preparing retirement income plans and investment portfolio summaries. · Collaborate with the Lead Advisor to prepare financial plan recommendations. · Assist in preparing robus ...

A leading Financial Group that helps clients build the life they've worked decades to earn is hiring a Paraplanner. · The Paraplanner plays a critical role in companies' mission by turning complex financial data into clear plans that give clients peace of mind. · You will support ...

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. · ...

· 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 reti ...

· Paraplanner / Associate Advisor · We are seeking a driven and technically strong Paraplanner / Associate Advisor who believes great financial planning changes lives — and that excellence comes from discipline, preparation, and teamwork. · This role is for a developing advisor ...

Position Highlights: · Full-time, remote position (must reside in Chicagoland area) · Location: Chicago, IL  · Compensation: $70K-$100K annually, plus bonus potential · Outstanding team and work culture · Generous benefits package · Company Overview: · The Next Level Planning Gro ...

An experienced Paraplanner with - 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 ...

We are recruiting on behalf of our client, an established financial services firm with over 10 years of successful practice, · for a Financial Planner (Paraplanner-focused role). This position is ideal for a detail-oriented financial planning professional who enjoys the technical ...