Offer summary
Key responsabilities:
- Collaborate with advisor to provide financial planning and investment support
- Prepare financial plans, administer portfolios, enhance client experience, coordinate service needs
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
Compensation
Location
BMO Harris Bank
Mercy Corps
Mazars
DP World