Paraplanner | Associate Financial Planner
Company: Confidential Recruiting Partners
Location: Buffalo Grove
Posted on: February 13, 2026
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Job Description:
Job Description Job Description Our client is seeking a
detail-oriented Paraplanner to support their Lead Advisor with
financial planning preparation, investment analysis, and client
onboarding. This role is ideal for someone who enjoys the technical
and analytical side of financial planning and prefers a
behind-the-scenes position rather than full client-facing
responsibilities. Onsite | No Visa Sponsorship | No Relocation
Assistance Work Schedule: Monday–Thursday, 9AM–5PM | Friday,
9AM–2:30PM Requirements: Financial Planning Support Run basic
annuity illustrations using online quote tools. Build retirement
income plans and evaluate income strategies. Create investment
portfolio summaries and asset allocation analyses. Prepare
financial plan components under the guidance of the Lead Advisor.
Client & Advisor Support Support advisors with follow-up tasks
after client meetings. Prepare various financial planning reports
and one-off analyses. Assist with onboarding new clients and
ensuring a smooth transition. Communicate with clients occasionally
for minor updates or data needs. Technical & Analytical Work Input
and analyze client data in financial and tax planning software.
Maintain accuracy and data integrity across all planning documents.
Manage workflow tasks tied to client meetings and planning cycles.
Utilize advanced Excel skills to support the firms proprietary
planning system. Qualifications/Must -Haves: CFP or CPA is a plus
but not required. Series 65 or 66 is a plus but not required. Must
be comfortable working onsite full-time. Ability to manage multiple
tasks in a fast-paced environment. Highly detail-oriented with
strong accuracy and organizational skills. Bachelor's degree in
Finance, Economics, Business, or related field. Strong interest in
financial planning, retirement planning, and investments. 1–3 years
of experience in financial services, preferably in financial
planning or paraplanning. Advanced proficiency in Microsoft Excel
(lookups, pivot tables, formulas, modeling) Benefits & Perks:
Annual team bonuses Mentorship from senior advisors and firm
leadership Career development and advancement opportunities
Professional, supportive, and growth-oriented culture Strong
benefits package (medical, dental, vision, PTO, 401(k) with
match)
Keywords: Confidential Recruiting Partners, Racine , Paraplanner | Associate Financial Planner, Accounting, Auditing , Buffalo Grove, Wisconsin
