Paraplanner in Chicago Suburbs

Employer
OakCrest Capital, LLC
Location
OakBrook Terrace, IL as well as Des Plaines, IL
Salary
Up to $60,000 per year + benefits depending on experience
Closing date
Oct 14, 2021

View more

Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
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Job Details

Financial Planning Paraplanner

OakCrest Capital is a financial services firm, and we are seeking Financial Planning Paraplanners to join our team. We are seeking new Paraplanners to support our continued growth and to help manage existing client relationships. 

Find out more about us at our website: www.oakcrestllc.com

Key Areas of Responsibility: 

  • Input data into financial planning software and assist financial advisors with developing initially planning recommendations, onboarding and ongoing maintenance of client relationships
  • Support advisors with pre client meeting activities such as preparing meeting agendas and client portfolio presentations as well as post client meeting tasks (such as processing client meeting notes, entering data into the database and setting tasks for client requests
  • Provide dedicated support to Financial Advisors through collaboration and organization
  • Communicate with clients regarding items needed for meetings
  • Manage setup and maintenance of client portals, including account aggregation 

    Qualification Requirements:

  • Passion for helping clients achieve their financial goals
  • Bachelor’s degree
  • 1-2 years of financial planning/para planning experience
  • Series 7 & 66 (or 63/65) licensed 
  • Highly proficient in MS Office, 
  • Excellent organizational, computer and interpersonal skills
  • Strong attention to detail and ability to follow through on projects
  • Team player and able to work in fast paced environment
  • Good command of financial planning, investment planning, estate planning, and insurance planning
  • Ability to manage and process multiple tasks efficiently and accurately
  • Warm, friendly personability with the ability to connect with people and develop long term relationships
  • Familiarity with our current planning system eMoney is a must

 

Location: 

Time Spent between two offices:

- 17W220 22nd St, Suite 300, Oakbrook Terrace, IL 60181

- 2720 S. River Rd, Suite 108, Des Plaines, IL 60018

Benefits: 

- Competitive salary between $40,000 and $65,000 depending on experience and credentials and incentive compensation

- Simple IRA plan with employer matching

- Paid time off

- A collaborative office culture with an emphasis on work/life balance Mentoring and learning opportunities to enhance your own career track

Registered Representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OakCrest Capital, LLC are separate companies and are not affiliated.

Company

OakCrest Capital, LLC is a boutique financial planning firm located in Chicago.
Find Us
Telephone
3125258793
Location
820 W. Jackson Blvd.
Suite 805
Chicago
IL
60607
US

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