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Paraplanner - Castino Financial

Company: Northwestern Mutual - Goris Financial Group
Location: Skokie
Posted on: May 15, 2022

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:

  • Minimum 2–5 years industry experience
  • Life, Accident & Health licensed (if not currently insurance licensed, expected to obtain within 2 months of hire)
  • Series 66 (or 63 & 65)
  • Series 7 (if not currently Series 7 licensed, expected to initiate process within 2 months of hire date)
  • CFP a plus Salary & Benefits:
    • Compensation commensurate with skills, knowledge, experience, and competency
    • Health Insurance
    • Retirement Plan
    • Paid Time Off
    • Opportunities for Professional Growth

Keywords: Northwestern Mutual - Goris Financial Group, Skokie , Paraplanner - Castino Financial, Accounting, Auditing , Skokie, Illinois

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