Location: Mokena, Illinois (Hybrid)
Schedule: Full-Time
Salary Range: $45,000–$65,000/year (based on experience)
Benefits: Health insurance, 401(k) with match, paid holidays, 2 weeks PTO
About Us
Ascend Wealth Planning is a growing, client-focused financial advisory firm committed to doing the right thing—for our clients, our team, and our community. Our motto is You. Family. Firm. and we live it every day. We offer a collaborative, growth-oriented environment where initiative is valued and innovation is encouraged.
About the Role
We’re seeking a Paraplanner & Technology Workflow Specialist to support our advisory team behind the scenes. This role is ideal for someone who enjoys organizing, optimizing, and executing processes that keep the firm running smoothly. You won’t be in client meetings, but you’ll play a critical role in preparing for them and ensuring follow-through afterward.
This is a full-time position with room for growth, including licensing support and career development over time.
Key Responsibilities
Meeting Support & Follow-Up
- Prepare pre-meeting agendas and reports
- Track meeting action items and enter them into the CRM
- Follow up with custodians and companies on CIR statements, allocations, and beneficiary updates
Technology & Workflow Management
- Oversee and maintain tech platforms like Hubly, Zapier, and CRM integrations
- Refine workflows and task structures for efficiency and scalability
- Troubleshoot tech issues and propose solutions independently
Project & Process Coordination
- Collaborate with the operations team to ensure seamless execution
- Identify inefficiencies and suggest improvements
- Help build scalable systems as the firm grows
Client Interaction
- Occasional front desk coverage and phone support
- May grow into a client-facing role with C & D clients over time
Ideal Candidate Profile
- Prior experience as a Paraplanner or in a similar support role
- Strong technology acumen and comfort with automation tools
- Self-starter with initiative and problem-solving mindset
- Excellent communication and punctuality
- Comfortable working independently and proposing improvements
- College degree preferred; CFP or interest in pursuing certification encouraged
- Licensing not required initially, but growth into a licensed role is supported
Why Join Us?
- Be part of a team that values integrity, growth, and collaboration
- Work in a flexible, hybrid environment with a strong support system
- Enjoy meaningful work that supports clients and improves firm operations
- Access benefits and professional development opportunities
- Grow with a firm that’s investing in its people and its future
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Ascend Wealth Planning are not affiliated.
Job Type: Full-time
Pay: $45,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Professional development assistance
Application Question(s):
- Have you ever provided support to a Financial Advisor before? If yes, please explain.
Experience:
- Paraplanning: 1 year (Required)
Ability to Commute:
- Mokena, IL 60448 (Required)
Work Location: Hybrid remote in Mokena, IL 60448
