Paraplanner (Microsoft Excel for financial modeling and data analysis)

Company: Talent Search PRO
Location: Buffalo Grove
Posted on: February 14, 2026

Job Description:

Job Description Job Description Paraplanner Our client in the financial services industry is seeking a Paraplanner to join their team. This individual will need to have prior experience in financial planning, and will be detail-oriented, maintains accuracy, and has a strong passion for the finance and retirement planning sector. The client is a small-midsized firm who are an established practice for over 10 years! Your Role Within the Company Collaborate and help prepare financial plan recommendations with the guidance of the team’s Lead Advisor Assist in preparing robust retirement income plans and income strategies Prepare investment portfolio summaries and asset allocation analyses Help communicate with clients occasionally for minor updates or needs Assist in preparing various financial planning reports Assist the Lead Advisor with onboarding new clients and ensuring their transition to our firm Help input data into our tax planning software to assess client tax situations and tax strategies Run simple illustrations for annuities using online quote engines Oversee preparation of various one-off analysis requests Collaborate with team members and advisors on client cases Background Profile: Bachelor’s degree Strong passion for financial planning, retirement planning and investments CFP or CPA designations are a plus, but not required Enjoy working with numbers and spreadsheets Very strong Microsoft Excel experience and familiarity Highly detail-oriented and accurate High multitasking capabilities Looking for an in-office position Minimum 1-3 years of experience in the financial services industry Series 65 or Series 66 license are a plus, but not required

Keywords: Talent Search PRO, Chicago , Paraplanner (Microsoft Excel for financial modeling and data analysis), Accounting, Auditing , Buffalo Grove, Illinois