Paraplanner: Analytical Planning Support
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-02-08
Listing for:
Confidential Recruiting Partners
Full Time
position Listed on 2026-02-08
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a detail-oriented Paraplanner to support their Lead Advisor with financial planning preparation, investment analysis, and client onboarding.
This role offers the opportunity to excel in technical and analytical work while fostering a collaborative environment. Candidates should have a Bachelor's degree in Finance or related fields, strong analytical skills, and advanced proficiency in Microsoft Excel. A positive work culture with career development opportunities rewards successful applicants.
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