Paraplanner - Financial Services

WestPoint Financial Group • Crystal Lake, IL

7d • Onsite

About The Position

The Todd Group is a client-centered financial practice built on curiosity, collaboration, and genuine care. As an employer, we offer a supportive, growth-minded environment where your expertise matters and your impact is felt every day. Joining our team means doing meaningful work that helps clients achieve what’s most important in their lives. At The Todd Group, great financial planning starts with great people. We're looking for a personable, motivated Paraplanner who enjoys collaborating with others, building relationships, and making a meaningful impact on clients' financial success. Join a respected, growth-oriented firm that offers career development, competitive compensation, bonus opportunities, and a generous benefits package in a supportive team environment.

Requirements

• 2+ years financial services experience in paraplanning, investments, etc. (required)
• Proficient with investment trading systems and processes
• Adept with Microsoft Office (Outlook, Word, Excel and PowerPoint) and various software, including firm-approved AI Tools
• A strong communicator with excellent verbal and written communication skills
• Highly organized, detail-oriented, and able to manage multiple priorities effectively
• A critical thinker who approaches challenges with a proactive, solution-focused mindset
• Dependable under pressure, consistently meeting deadlines and delivering quality work
• A collaborative team player who embraces change and adapts with ease
• Comfortable working both independently and as part of a team
• Self-motivated, resourceful, and willing to take initiative
• Tech-savvy with proficiency in Microsoft Office and other business applications

Nice To Haves

• Life and Health License, and Series 6/7 Registered (desired)
• Familiarity with financial planning tools, Wealthscape, Envestnet, DocuSign and CRM (preferred)

Responsibilities

• Create investment proposals
• Account opening, service requests and ongoing maintenance
• Track and closely follow asset movement
• Support the financial planning process
• Keep detailed notes of client correspondence and required actions
• Other general administrative duties as assigned

Benefits

• Medical
• STD/LTD
• Life Insurance
• Paid Time Off/Sick Days
• Paid Holidays
• Retirement Plan with Match
• Bonus Eligible
• Continuing Education Support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed