Paraplanner

MLabs • Buffalo Grove, IL

2d • Onsite

About The Position

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 system and managing the critical workflows that follow client meetings. This position is a perfect fit for an experienced Paraplanner or a Financial Advisor/Planner who wishes to step away from the client-facing sales cycle and transition into a role focused entirely on the technical and administrative side of wealth management.

Requirements

• Experience: Minimum 1–3 years of experience within the financial services industry.
• Technical Skills: Exceptional Microsoft Excel skills and a genuine enjoyment of working with numbers and spreadsheets.
• Detail Orientation: Highly accurate with the ability to multitask in a fast-paced environment.
• Logistics: This is a fully on-site position in Buffalo Grove, IL .
• Education: Bachelor’s degree required.

Nice To Haves

• CFP® or CPA designations.
• Active Series 65 or Series 66 licenses.

Responsibilities

• Technical Plan Construction: Build comprehensive financial plans using proprietary Excel-based planning systems and complex client data.
• Meeting Follow-up: Manage the workflow of tasks and action items that follow client meetings to ensure seamless execution.
• Financial Strategy: Collaborate with Lead Advisors to prepare retirement income plans, investment summaries, and asset allocation analyses.
• Operational Support: Assist with onboarding new clients and inputting data into tax planning software and annuity quote engines.
• Data Integrity: Oversee one-off analysis requests and ensure the accuracy of all financial planning reports.

Benefits

• Schedule: Monday–Thursday: 9:00 am – 5:00 pm - Friday: 9:00 am – 2:30 pm
• Financial Security: 401(k) with a strong company match and annual team bonuses.
• Health & Wellness: Comprehensive health, dental, and vision insurance.
• Time Off: Generous paid time-off policy.
• Professional Growth: Mentoring directly from firm owners and senior advisors with clear career advancement opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level