Location: Remote (Candidates need to reside within 2 hours of Glen Ellyn, IL)

Our client is seeking a Paraplanner who enjoys working in a team-oriented, independent office setting to deliver a high-quality planning experience. This individual will collaborate closely with the financial advisor to provide financial planning and investment advisory support. Key responsibilities include preparing financial plans, administering portfolios, enhancing the client experience, and coordinating client service needs with team members.

Essential Duties and Responsibilities

• Master and improve the functionality of various programs. Research, recommend, and implement technology upgrades as needed.
• Generate new client paperwork and manage the new client onboarding process.
• Assist in client appointment preparation, take notes during appointments, enter client notes into the CRM system, and manage follow-up workflows.
• Prepare risk analysis for the advisor using appropriate tools.
• Process trades as directed and rebalance portfolios.
• Prepare and mail monthly client statements.
• Research investments and make recommendations on additions or subtractions to the core investment watch list. Engage with investment fund representatives and participate in relevant webinars. Assist with portfolio allocations, models, and rebalancing.
• Manage projects aimed at improving company scalability, automating processes, enhancing client experience, and driving new business development.
• Collaborate with the Financial Advisor in creating financial plans for clients, including investment reviews, retirement modeling, insurance analysis, tax planning, college planning, Social Security analysis, pension analysis, and other wealth management needs.
• Research ad-hoc topics and complete special projects as assigned.
• Assist in marketing initiatives, including analytics, social media, client material, blog content, and website updates.
• Provide daily resolution for custodial alerts, client requests, and other back-office support tasks.

Qualifications

• 3+ years in the wealth management industry
• Experience trading
• Experience with MoneyGuide Pro and NFS (preferred but not required)

Compensation

• $30-$35/hour
• 15-20 hours per week

Location

• Remote (Candidates need to reside within 2 hours of Glen Ellyn, IL)

Location: Remote (Candidates need to reside within 2 hours of Glen Ellyn, IL)

Our client is seeking a Paraplanner who enjoys working in a team-oriented, independent office setting to deliver a high-quality planning experience. This individual will collaborate closely with the financial advisor to provide financial planning and investment advisory support. Key responsibilities include preparing financial plans, administering portfolios, enhancing the client experience, and coordinating client service needs with team members.

Essential Duties and Responsibilities

• Master and improve the functionality of various programs. Research, recommend, and implement technology upgrades as needed.
• Generate new client paperwork and manage the new client onboarding process.
• Assist in client appointment preparation, take notes during appointments, enter client notes into the CRM system, and manage follow-up workflows.
• Prepare risk analysis for the advisor using appropriate tools.
• Process trades as directed and rebalance portfolios.
• Prepare and mail monthly client statements.
• Research investments and make recommendations on additions or subtractions to the core investment watch list. Engage with investment fund representatives and participate in relevant webinars. Assist with portfolio allocations, models, and rebalancing.
• Manage projects aimed at improving company scalability, automating processes, enhancing client experience, and driving new business development.
• Collaborate with the Financial Advisor in creating financial plans for clients, including investment reviews, retirement modeling, insurance analysis, tax planning, college planning, Social Security analysis, pension analysis, and other wealth management needs.
• Research ad-hoc topics and complete special projects as assigned.
• Assist in marketing initiatives, including analytics, social media, client material, blog content, and website updates.
• Provide daily resolution for custodial alerts, client requests, and other back-office support tasks.

Compensation

• $30-35/hour
• 15-25 hours per week

Location

• Remote (Candidates need to reside within 2 hours of Glen Ellyn, IL)

Our client is seeking a detail-oriented and experienced fractional Paraplanner to join our client in Honolulu. This part-time role is ideal for a skilled professional looking to contribute to a dynamic financial planning practice. The ideal candidate will have experience in financial planning, specifically working with e-Money and Asset-Map, and preferably hold a Series 7 license.

Key Responsibilities

• Assist in creating and updating comprehensive financial plans using e-Money and Asset-Map.
• Analyze clients' financial situations and provide data to support financial advisors in developing tailored recommendations.
• Collaborate with advisors to ensure that client plans are accurate and aligned with their financial goals.
• Prepare and review client-facing reports and documents.
• Monitor clients’ portfolios and assist in the rebalancing process as needed.
• Provide administrative support for client onboarding and maintenance of financial planning tools.
• Maintain up-to-date knowledge of financial planning trends, tools, and best practices.

Qualifications

• Previous experience as a paraplanner or in a similar role within the financial services industry.
• Proficiency in e-Money and Asset-Map is required.
• Series 7 license is preferred but not mandatory.
• Strong analytical skills and attention to detail.
• Excellent communication skills and the ability to work independently.
• A commitment to confidentiality and ethical standards.

Benefits

• Flexible working hours.
• Opportunity to work with a respected financial advisory firm.
• Competitive hourly compensation.

Compensation

• $35 - $50 per hour (based on experience and qualifications)

Compensation - Base salary starting at $85,000 - $90,000 depending on experience

Our client is a boutique public accounting firm. With a team under 50 CPAs and staff, everyone has a voice and is recognized for their contributions. For over a decade, this firm has been a loyal and trusted resource of accounting advice for their clients.

Responsibilities

• Work closely with clients in planning and preparation of tax documents while providing personalized and quality service that is beyond comparison.
• Oversee and mentor staff accountants at the firm.

Qualifications

• CPA, CPA Candidate, or EA with 6 – 10 years of current Public accounting experience.
• Bachelor's degree or Master's degree in Accounting.
• Strong experience with preparation and review of corporate, partnership, and individual tax returns a must.
• Ability to identify client tax implications and possibilities.
• Trust and Estate accounting & tax return experience a plus.
• Highly proficient with QuickBooks and/or other similar bookkeeping software packages.
• Prosystem FX tax, fixed assets; research or other similar tax preparation and research software packages.
• Must have ProSystem or Axcess experience

Compensation

• Base salary starting at $85,000 - $90,000 plus OT pay
• 10% commission for bringing in new clients or clients from their book of business.

Hybrid role: 2.5 days a week in your local office

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

They are adding an Investment Relations Advisor to support the firm.

Responsibilities

• Focus on growing clientele and generating new business
• Increase assets under management from new sources
• Develop new revenue opportunities to service new clients more effectively
• Connect with and develop relationships with client’s next generation
• Build COIs (Center of Influences) and produce new clients through those relationships
• Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships
  
  

Qualifications

• 2-5 years of experience in Financial Services
• Series 7 License
• Life & Health License
• 2+ years of experience in sales and/or business development
• Understanding and ability to articulate Financial Planning
  
  

Compensation

• $65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
• Hybrid role: 2.5 days a week in your local office