Job Title: Financial Planner - Paraplanner

Location: Buffalo Grove, IL (Onsite)

Looking for a Financial Planner / Paraplanner to support our advisory team with the technical and administrative aspects of financial planning. This role works closely with the Lead Advisor to prepare financial plans, retirement income strategies, investment analyses, and planning reports, with limited client-facing responsibilities.

Responsibilities:

Assist in preparing financial plan recommendations and retirement income strategies
Prepare investment portfolio summaries and asset allocation analyses
Support client onboarding and minor client communications
Assist with financial planning and tax planning reports
Run basic annuity illustrations and one-off financial analyses
Collaborate with advisors and team members on client cases

Qualifications:

1–3+ years of experience in the financial services industry
3–5 years of paraplanning experience OR background as a Service Advisor/Financial Planner seeking a technical-focused role
Strong attention to detail and organizational skills

Please send resumes ASAP.

Pay: $71,000.00 - $120,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Life insurance
Vision insurance

Work Location: In person

TechnoSphere, Inc.

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