REMOTE, IL | Fully Remote

Posted: 11/28/2023 Industry: Employee Benefits & Retirement Services Job Number: RC23.4.21.14 Experience:

Job Description

Title: Paraplanner

Job Type: Full-time

We are seeking a Para Planner to join our team. The successful candidate will work closely with our financial advisors to provide support in developing and implementing comprehensive financial plans for our clients.


  • Assist financial advisors in the preparation of financial plans, including gathering client data, analyzing financial information, and creating financial projections
  • Develop and maintain a thorough understanding of financial planning concepts and strategies
  • Conduct research on investment products and services to support financial planning recommendations
  • Prepare reports and presentations for client meetings, including investment performance reviews, retirement projections, and other financial planning analyses
  • Collaborate with financial advisors to deliver exceptional service to clients and build strong relationships
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance with industry standards
  • Assist with other duties as assigned, including administrative tasks and support for marketing and business development initiatives

Job Requirements


  • Bachelor's degree in finance, accounting, or a related field
  • Minimum of 1 year of experience in financial planning or related field
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to work independently and as part of a team
  • Proficiency in financial planning software, including eMoney and/or MoneyGuidePro, is preferred

We offer a competitive salary and benefits package, as well as ongoing training and development opportunities. If you are interested in this exciting opportunity, please submit your resume and cover letter for consideration. We look forward to hearing from you!

Meet Your Recruiter

Rodney Castor

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