Wealth Planning Paraplanner Mentorship
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-03-01
Listing for:
Goodwin Recruiting
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Services, Accounting & Finance
Job Description & How to Apply Below
A wealth management firm located in Buffalo Grove, IL is seeking a Paraplanner for a full-time, in-office position.
This role offers career development and mentorship from experienced advisors, focusing on support for financial planning. The ideal candidate should bring attention to detail, a passion for financial services, and proficiency in Microsoft Excel. The position includes responsibilities such as assisting Lead Advisors in financial planning, analyzing client data, and preparing various financial documents.
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