Paraplanner - Castino Financial
Company: Northwestern Mutual - Goris Financial Group
Location: Skokie
Posted on: May 15, 2022
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Job Description:
Job DescriptionPARAPLANNER Well established, successful, and
growing Wealth Management practice seeks a quality individual to
join our team of skilled and experienced professionals. Providing
world class service to our clientele is our top priority. This is a
full-time position that does not require sales. The right candidate
would be assigned clients and prospects and be responsible for the
overall planning and servicing of that clientele. Expect to be
client facing, capable of gathering, analyzing, and evaluating
information. Coordinating thoughts, recommendations, and the
materials to be used for client presentations. Prepare/process
paperwork for investment accounts, monitor accounts, process
trades, monitor industry trends and research funds. Qualified
candidate must possess a high level of organizational skills, the
ability to multi-task, prioritize and have excellent written and
verbal skills, work independently and on a team. Requirements:
Keywords: Northwestern Mutual - Goris Financial Group, Skokie , Paraplanner - Castino Financial, Accounting, Auditing , Skokie, Illinois
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