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Financial Analyst Financial Consultant Accounting & Finance Financial Reporting

Paraplanner: Financial Planning Support & Client Impact

Job in Rockford, Winnebago County, Illinois, 61103, USA
Listing for: TalentLink Solutions
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Accounting & Finance, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A growing financial planning firm located in Rockford, IL is seeking a detail-oriented Paraplanner to enhance the advisory team's effectiveness. The ideal candidate will have a Bachelor’s degree in finance and at least 3 years of experience in a financial planning environment. Responsibilities include coordinating financial plans, preparing client materials, and conducting research on financial products. This role calls for strong analytical and organizational skills, along with proficiency in relevant software.

The firm emphasizes professional development and a collaborative team environment.
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