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EMoney‑Savvy Paraplanner Wealth Planning
Job in
Oakbrook Terrace, DuPage County, Illinois, USA
Listed on 2025-12-02
Listing for:
Boutique Recruiting
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Banking & Finance
Job Description & How to Apply Below
A leading financial group is hiring a Paraplanner in Oakbrook Terrace, IL. This entry-level role involves gathering financial data, analyzing client documents, and supporting Advisors in creating wealth management plans. The ideal candidate should have 2+ years of experience in financial services, strong Excel skills, and a proactive attitude. The company offers competitive pay and comprehensive benefits, including employer-paid medical and a performance bonus.
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