Paraplanner

Company: SGL Financial, LLC
Location: Buffalo Grove
Posted on: February 13, 2026

Job Description:

Job Description Job Description Salary: $75,00 - $125,000 Who We Are: SGL Financial is an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20 years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions. Our core team beliefs & mission are: Our clients financial security and peace-of-mind is always our 1 focus Over-attentiveness and client responsiveness is of the highest importance Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do Its not about the money, its about connections, friendships, and relationships. Our clients are like family to us We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career. Position Overview: We are seeking anexperienced Financial Planner, Financial Advisor, and/orCertified Financial Planner (CFP)to join our team ina high-level Associate Planner / Associate Advisor / High Level Paraplanner roledirectly working with the CEO of the firm and his client base. This role is focused on delivering high-quality financial planning guidance, a first-class client experience and key operational support for the clients youll be assigned to. This is not a sales role, and sales are not expected or required. The CEO serves as the Lead-Advisor, bringing in new clients to the firm, and needs a right-hand Associate Advisor / Planner / Paraplanner to provide comprehensive planning support to those clients brought into the firm. This role also has a unique career-pathing opportunity to one of many roles in our growing firm, including Lead Financial Advisor, Lead Financial Planner, or potentially a core leading role in a planned, future, internal Financial Planning Department. This role also enjoys a terrific work-life balance and high future earnings potential. The right candidate will have a strong desire to work closely with clients, build and maintain their financial plans, organize all client communications, tasks and planning follow-ups, but without the pressures of having to worry about sales or new client acquisition. They will also be strongly passionate about all things financial planning and providing the highest levels of client service/experience. We are very excited to meet together and share our vision and passion for Wealth Management, Financial Planning and Client Service with you. We look forward to having you potentially join us as a new dedicated member of our team! Key Responsibilities: On a daily basis, work closely with the CEO and the CEOs personal financial planning/advisory client-book on their planning and client-service needs Prepare daily for upcoming client meetings and plan updates that are needed for those meetings Create follow-up action items and deliverables post-meetings, enter into the CRM system, and then follow-through on them to completion Keep the CRM organized for all pending/future client tasks to ensure nothing falls through the cracks. Learn and master every aspect of how SGL Financial plans for their clients, including income planning, investment portfolios, tax planning services, estate planning services, insurance offerings, and more. Provide top-tier client communication, feedback and responsiveness. Develop comprehensive retirement and income plans using SGLs proprietary planning software. Run illustrations for annuities and other financial products. Generate various financial planning reports and respond to one-off analysis requests. Work with other team members to support client cases and planning needs. Qualifications: CFP designation is strongly preferred, or in-process of achieving Strong knowledge and understanding of the financial planning world A passion for all things financial planning related A deep commitment to excellence in client service and communication Minimum 2- 5years of experience as a Financial Advisor, Financial Planner, Paraplanner or CFP. Series 65 or Series 66 license is required. Advanced proficiency in Microsoft Excel is desired. Highly detail-oriented, accurate, and capable of multitasking. Comfortable working in a fast-paced, in-office environment. The Perks: We believe that taking care of our team is the foundation of a strong, thriving organization. We are committed to supporting your wellbeing, professional growth, and longterm success. Our compensation and benefits package are designed to reward your contributions and help you build a fulfilling career. Compensation & Growth: Competitive base salary with team-based bonus structure Clear career growth and advancement opportunities Mentoring and handson guidance from management and leadership A strong commitment to continuous learning - after six months of employment, the company regularly sponsors industryrelated designations, certifications, and educational programs that are relevant to your professional development Supportive, familyoriented company culture that values collaboration and personal development WorkLife Balance Paid Time Off (PTO) 15 paid days per year Paid Holidays Office closures on federal holidays and stock market closure dates, including: New Years Day, Martin Luther King Jr. Day, Presidents Day, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Day Business hours that support worklife balance: MonThurs: 9:00 AM 5:00 PM Fri: 9:00 AM 2:30 PM once highpriority tasks are completed Paid lunch hour Work-From-Home Days: If position allows, employees are eligible for up to two (2) work-from-home days per quarter after six months of employment Health & Wellness Benefits Health and dental insurance available, with the company covering 70% of employee premium costs Vision insurance available Spouse and dependent coverage available at employee expense 401(k) retirement plan with company matching eligibility begins after six months of employment Office Perks That Make Every Day Better Unlimited snacks and beverages available in the office Complimentary Starbucks coffee machine to keep you energized Warm, welcoming work environment where contributions are recognized and appreciated Team bonding events, including monthly company-paid lunches, company outings, and happy hours Benefits: 401(k) 401(k) 4% Match 401(k) matching Dental insurance Happy hour Health insurance Paid time off Vision insurance Work from home

Keywords: SGL Financial, LLC, Madison , Paraplanner, Accounting, Auditing , Buffalo Grove, Wisconsin