TechnoSphere, Inc. · 16 hours ago
Paraplanner
Buffalo Grove, IL
Full-time
Onsite
Mid Level
$71K/yr - $120K/yr
3+ years expTechnosphere, Inc. is seeking a Paraplanner to join their team. The role involves collaborating with the Lead Advisor to prepare financial plans, assist in client onboarding, and conduct various financial analyses.
AnalyticsArtificial Intelligence (AI)ConsultingCyber SecurityInformation TechnologyInternet of ThingsSoftware
Responsibilities
Collaborate and help prepare financial plan recommendations with the guidance of the team’s Lead Advisor
Assist in preparing robust retirement income plans and income strategies
Prepare investment portfolio summaries and asset allocation analyses
Help communicate with clients occasionally for minor updates or needs
Assist in preparing various financial planning reports
Assist the Lead Advisor with onboarding new clients and ensuring their transition to our firm
Help input data into our tax planning software to assess client tax situations and tax strategies
Run simple illustrations for annuities using online quote engines
Oversee preparation of various one-off analysis requests
Collaborate with team members and advisors on client cases
Qualification
Required
An experienced Paraplanner with 3 - 5 years of experience
A Service Advisor, Financial Planner or Financial Advisor who is looking to step away from the whole client facing aspects of their role and prefers a full-time position focused on the technical and administrative side of financial planning
Must have at least 1-3 years of experience in the financial services industry
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Professional development assistance
Vision insurance
Company
TechnoSphere, Inc.
Established in 1994, TechnoSphere is a Global IT Solutions and Services provider, specializing in Digital Transformation, Software Consulting, Business Analytics, AI, and Cloud Computing.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Aureo Capiral
COO
Viraj Parekh
Managing Partner / CGO
Company data provided by crunchbase