Paraplanner: Financial Planning Support - Rockford - TalentLink Solutions

    TalentLink Solutions
    TalentLink Solutions Rockford

    3 days ago

    Description

    Paraplanner: Financial Planning Support

    The role of Paraplanner is a key part of our advisory team's success. We are looking for someone with strong analytical and organizational skills, who has experience in financial planning.

    We require:

    • A Bachelor’s degree in finance or related field.
    • At least 3 years of experience in a financial planning environment.

    In this role you will be responsible for coordinating financial plans, preparing client materials, and conducting research on financial products. You will also have the opportunity to work closely with our experienced team of professionals who are dedicated to providing exceptional service to our clients.
    We emphasize professional development and offer opportunities for growth within the company.


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