MLabs
Buffalo Grove, IL, USA
Paraplanner Location: Buffalo Grove, IL – Fully On-site Experience Level: Associate to Mid-Senior (3–5 Years Preferred) Industry: Financial Services Visa Sponsorship: Not available for this position. Our firm has been retained by an established financial services practice to find a dedicated and detail-oriented Paraplanner . This role is ideal for a professional who enjoys the "behind-the-scenes" work of financial planning—building robust plans using a proprietary Excel-based system and managing the critical workflows that follow client meetings. This position is a perfect fit for an experienced Paraplanner or a Financial Advisor/Planner who wishes to step away from the client-facing sales cycle and transition into a role focused entirely on the technical and administrative side of wealth management. Key Responsibilities: Technical Plan Construction: Build comprehensive financial plans using proprietary Excel-based planning systems and...

