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Financial Planning Paraplanner | Retirement Planning Focus

Job in Buffalo Grove, Lake County, Illinois, 60089, USA
Listing for: Velia Multi Services
Full Time position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Buffalo Grove is looking for a candidate with strong financial planning skills to collaborate on investment strategies and income plans. You will assist the Lead Advisor and prepare detailed financial reports. The ideal candidate should have a Bachelor's degree, a passion for finance, and excellent Excel skills. Experience in the financial services industry is preferred, along with a detail-oriented mindset.

This is an in-office role.
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