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Financial Analyst Financial Consultant Accounting & Finance Financial Services

Paraplanner: Data‑Driven Financial Planning Support

Job in South Naperville Area, Will County, Illinois, 60564, USA
Listing for: Masis Professional Group
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Accounting & Finance, Financial Services
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 company in Illinois is seeking a detailed-oriented Paraplanner to support their financial planning team. This role involves gathering client financial data, conducting research on investment options, and preparing financial reports. The ideal candidate will have a Bachelor’s degree in finance-related fields and a desire to pursue CFP® or similar credentials. Strong analytical and communication skills are essential for effectively supporting both clients and advisors.
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