FP02
Located in Buffalo Grove, IL
Pay: $70k+
Job Full Description
Paraplanner/Financial Planner
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 planning sector. The client is a small-midsized firm who are an established practice for over 10+ years!
Job Highlights:
- Direct Hire
- Onsite in Buffalo Grove, IL
- Monday-Thursday, 9am-5pm
- Salary: $70-90k+, based on experience
- Excellent Benefits: Paid time-off, Health, dental, vision insurance, 401(k) with strong company match, Mentoring from firm owners and senior advisor, Professional and energizing company culture, Career growth and advancement opportunities, Annual team bonuses
Your Role Within The Company
- Collaborate and help prepare financial plan recommendations with the guidance of the team’s Lead Advisor
- Assist in preparing robust retirement income plans and income strategies
- Prepare investment portfolio summaries and asset allocation analyses
- Help communicate with clients occasionally for minor updates or needs
- Assist in preparing various financial planning reports
- Assist the Lead Advisor with onboarding new clients and ensuring their transition to our firm
- Help input data into our tax planning software to assess client tax situations and tax strategies
- Run simple illustrations for annuities using online quote engines
- Oversee preparation of various one-off analysis requests
- Collaborate with team members and advisors on client cases
Background Profile:
- Bachelor’s degree
- Strong passion for financial planning, retirement planning and investments
- CFP or CPA designations are a plus, but not required
- Enjoy working with numbers and spreadsheets
- Very strong Microsoft Excel experience and familiarity
- Highly detail-oriented and accurate
- High multitasking capabilities
- Looking for an in-office position
- Minimum 1-3 years of experience in the financial services industry
- Series 65 or Series 66 license are a plus, but not required
About Express Employment Professionals: Work with a locally owned staffing company that partners with companies in Lake County IL to hire long term talent. Express has over 800+ locations nationwide and 22 in the Chicago-land area.
TO APPLY- Email resume to jobs.libertyvilleil@expresspros.com
Libertyville, IL
2377
836 South Milwaukee Avenue
Libertyville, IL 60048
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