Paraplanner

SGL Financial is an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years.

We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions.

Our core team beliefs & mission are:

• Our clients’ financial security and peace-of-mind is always our #1 focus
• Over-attentiveness and client responsiveness is of the highest importance
• Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do
• It’s not about the money, it’s about connections, friendships, and relationships. Our clients are like family to us

We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.

We are seeking an experienced Financial Planner, Financial Advisor, and/or Certified Financial Planner (CFP) to join our team in a high-level Associate Planner / Associate Advisor / High Level Paraplanner role directly working with the CEO of the firm and his client base. This role is focused on delivering high-quality financial planning guidance, a first-class client experience and key operational support for the clients you’ll be assigned to.

This is not a sales role, and sales are not expected or required. The CEO serves as the Lead-Advisor, bringing in new clients to the firm, and needs a right-hand Associate Advisor / Planner / Paraplanner to provide comprehensive planning support to those clients brought into the firm.

This role also has a unique career-pathing opportunity to one of many roles in our growing firm, including Lead Financial Advisor, Lead Financial Planner, or potentially a core leading role in a planned, future, internal Financial Planning Department. This role also enjoys a terrific work-life balance and high future earnings potential.

The right candidate will have a strong desire to work closely with clients, build and maintain their financial plans, organize all client communications, tasks and planning follow-ups, but without the pressures of having to worry about sales or new client acquisition. They will also be strongly passionate about all things financial planning and providing the highest levels of client service/experience.

We are very excited to meet together and share our vision and passion for Wealth Management, Financial Planning and Client Service with you. We look forward to having you potentially join us as a new dedicated member of our team!

• On a daily basis, work closely with the CEO and the CEO’s personal financial planning/advisory client-book on their planning and client-service needs
• Prepare daily for upcoming client meetings and plan updates that are needed for those meetings
• Create follow-up action items and deliverables post-meetings, enter into the CRM system, and then follow-through on them to completion
• Keep the CRM organized for all pending/future client tasks to ensure nothing falls through the cracks.
• Learn and master every aspect of how SGL Financial plans for their clients, including income planning, investment portfolios, tax planning services, estate planning services, insurance offerings, and more.
• Provide top-tier client communication, feedback and responsiveness.
• Develop comprehensive retirement and income plans using SGL’s proprietary planning software.
• Run illustrations for annuities and other financial products.
• Generate various financial planning reports and respond to one-off analysis requests.
• Work with other team members to support client cases and planning needs.

• CFP designation is strongly preferred, or in-process of achieving
• Strong knowledge and understanding of the financial planning world
• A passion for all things financial planning related
• A deep commitment to excellence in client service and communication
• Minimum 2- 5years of experience as a Financial Advisor, Financial Planner, Paraplanner or CFP.
• Series 65 or Series 66 license is required.
• Advanced proficiency in Microsoft Excel is desired.
• Highly detail-oriented, accurate, and capable of multitasking.
• Comfortable working in a…