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Financial Planning Analyst: Paraplanner

Job in Buffalo Grove, Lake County, Illinois, 60089, USA
Listing for: Confidential Recruiting Partners
Full Time position
Listed on 2026-02-08
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Consultant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planning Analyst: Paraplanner Support
A financial services firm in Buffalo Grove is seeking a detail-oriented Paraplanner to assist with financial planning preparation and support the Lead Advisor. This role focuses on technical and analytical tasks, including investment analysis and client onboarding, with flexible work hours. The ideal candidate should possess a relevant degree, advanced Excel skills, and a keen interest in financial planning, with opportunities for mentorship and development offered.
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