WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be the employee of Cooper Financial Planning.

Looking for a long-term career with upward mobility? We are looking to enhance the talents and capabilities of our team with a seasoned paraplanner. In our friendly but fast-paced environment, your work ethic and positive contributions to our team will be rewarded with career growth and advancement opportunities.

The successful candidate will have at least 2 years in a paraplanning role or similar experience in the financial services industry. Candidates with the Certified Financial Planner (CFP®) designation or progress towards it, preferred.

This position is full-time, Monday through Friday, with flexibility during core business hours. This position offers the opportunity to work remotely up to 50% of the time after initial training. Our office is located in the Rosemont/O'Hare area with easy access to the CTA blue line.

We offer a competitive salary (based on experience and credentials), as well as a generous benefits package (employer-paid health insurance, life/disability insurance, retirement plan match, PTO and more).

Responsibilities:

• Financial plan data-gathering and entry into eMoney
• Reallocating client investments
• Researching Morningstar and other investment resources
• Investment and insurance application submission and account opening
• Creating/uploading detailed client notes and action items in CRM system
• Special projects, including providing back-up to team members, illustration generation, etc.
• Responsibilities and time allocation may evolve to meet practice needs and may include other duties as assigned by supervisor

Requirements:

• 2+ years financial services experience in paraplanning, investments, etc. (required)
• Familiarity with financial planning tools, eMoney or Moneyguide Pro (required)
• Certified Financial Planner (CFP®) or working toward designation (preferred)
• Proficient with investment trading systems and processes (preferred)
• FINRA Series 6/7 registration (preferred)

Competencies:

• Highly meticulous with excellent accuracy and follow through
• Strong multi-tasking and time management skills
• Critical thinker with proactive problem-solving abilities
• Works well under pressure to meet established objectives and deadlines
• Collaborative, reliable team player with the ability to adapt to a changing environment
• Excellent verbal and written communication skills
• Proficient use of computers and technology
• Ability to organize and maintain files and CRM database