Paraplanner

Company: Nadler Financial Group
Location: Deerfield
Posted on: May 11, 2022

Job Description:

Do you want to wake up every day knowing that you consistently make a positive impact in peoples' lives? Do you want to work with an amazing group of clients and a wonderful team? Would you like to come to work secure in the knowledge that you will not have to sell anything or find new business? If this resonates with you, please keep reading and consider applying. Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999; and have grown to more than $1 Billion in assets under management almost solely due to referrals from our existing clients. Our clients trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else, and we have superior knowledge in all areas of financial planning and investment management. Our firm is known for forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated, analytical, and detail-oriented person to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients--- lives. This position is responsible for supporting the financial planning and client service efforts of the Wealth Management Team in accordance with the firm---s policies, goals, objectives, and vision. This person will report to the Senior Wealth Manager. Responsibilities Include: -- Assist Wealth Managers with client needs as requested -- Create and update Excel spreadsheets -- Maintain meeting minutes -- Data gathering, researching, reviewing, compiling, and preparing information for clients -- Running retirement and education projections and financial analyses -- Placing approved trades as directed by the Wealth Managers -- Money movement and other client service requests as needed -- Responding to incoming calls and emails from clients -- Other projects and duties as assigned Requirements -- Bachelor---s degree from an accredited college or university -- Minimum of 3 to 5 years in the financial services industry, RIA environment preferred -- High level of organization, accuracy, and attention to detail -- Ability to multi-task and prioritize work in order to meet deadlines -- Exceptional oral and written communication skills -- Advanced Microsoft Office skills, specifically Excel Preferred Experience and Attributes -- FPQP-- or similar designation -- Financial planning experience -- FINRA licensing -- Knowledge of small business retirement plans -- Familiarity with Charles Schwab and Bright Directions -- Experience using Junxure CRM software or similar technology -- Knowledge of SEC and FINRA regulations and industry best practices

Keywords: Nadler Financial Group, Arlington Heights , Paraplanner, Other , Deerfield, Illinois