Paraplanner job opportunity at MLabs.

Home Jobs In United States Of America Tag: Job Paraplanner position at MLabs


Date2026-02-09T13:01:11.459Z bot
MLabs Paraplanner
Experience: 5-years
Pattern: full-time
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degreeAssociate
loacation Buffalo Grove, United States Of America
loacation Buffalo Grove....United States Of America

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 complex client data. Meeting Follow-up: Manage the workflow of tasks and action items that follow client meetings to ensure seamless execution. Financial Strategy: Collaborate with Lead Advisors to prepare retirement income plans, investment summaries, and asset allocation analyses. Operational Support: Assist with onboarding new clients and inputting data into tax planning software and annuity quote engines. Data Integrity: Oversee one-off analysis requests and ensure the accuracy of all financial planning reports. The ideal candidate will meet one of the following profiles: An experienced Paraplanner with 3–5 years of direct experience, OR A Service Advisor or Financial Planner looking to move away from client-facing responsibilities to focus on technical and administrative excellence. Mandatory Qualifications: Experience: Minimum 1–3 years of experience within the financial services industry. Technical Skills: Exceptional Microsoft Excel skills and a genuine enjoyment of working with numbers and spreadsheets. Detail Orientation: Highly accurate with the ability to multitask in a fast-paced environment. Logistics: This is a fully on-site position in Buffalo Grove, IL . Education: Bachelor’s degree required. Nice-to-Have: CFP® or CPA designations. Active Series 65 or Series 66 licenses.

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