Paraplanner - Financial Planning & Retirement
Company: BlackStar
Location: Buffalo Grove
Posted on: February 15, 2026
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Job Description:
Job Description Job Description Paraplanner – Financial Planning
& Retirement (Onsite | Buffalo Grove, IL) We are seeking an
experienced Paraplanner to join a well-established financial
services firm with 10 years of success. This is a
behind-the-scenes, technical role focused on financial planning,
retirement strategies, investment analysis, and Excel-based
modeling , supporting Lead Advisors and client planning workflows.
Key Responsibilities Prepare comprehensive financial plans and
retirement income strategies Create investment portfolio summaries
and asset allocation analyses Assist with tax planning data input
and scenario analysis Support client onboarding and advisor meeting
follow-ups Run annuity illustrations using online quote tools
Manage planning tasks and one-off financial analysis requests
Collaborate with advisors and internal team members Qualifications
3–5 years of experience in paraplanning, financial planning, or
advisor support Strong background in retirement planning,
investments, and portfolio analysis Advanced Microsoft Excel skills
(pivot tables, formulas, modeling) Bachelor's degree required CFP,
CPA, Series 65/66 preferred but not required Highly detail-oriented
with strong multitasking skills Seeking a full-time, in-office role
Job Highlights Direct Hire | Onsite – Buffalo Grove, IL Schedule:
Mon–Thu 9 am–5 pm | Fri 9 am–2:30 pm Salary: $70,000–$125,000 (DOE)
Excellent benefits: PTO, health/dental/vision, 401(k) with strong
match Annual bonuses, mentoring from senior advisors, and clear
career growth This role is ideal for a Paraplanner, Service
Advisor, or Financial Advisor who enjoys the technical and
analytical side of financial planning without heavy client-facing
responsibilities.
Keywords: BlackStar, Racine , Paraplanner - Financial Planning & Retirement, Accounting, Auditing , Buffalo Grove, Wisconsin
