FPA Job Board

Paraplanner Opportunity -Wealth Management Office

This full-time position requires a variety of skills and talents that support the operations of an established wealth management office in St. Charles IL. Our firm focuses on aligning Christian faith and finances.

The ideal candidate will have:

• Securities licenses (CFP designation is a plus)
• 3 years of industry experience
• Strong organizational skills with the ability to multi-task
• Excellent time management and ability to prioritize duties
• Command of Excel, MoneyGuide & Morningstar
• Analytical and critical thinking skills with a keen attention to details
• Enthusiasm and optimism with a strong drive to support our team
• Personal integrity and ability to discreetly manage confidential information
• Desire to SERVE clients and co-workers with excellence

Duties include:

• Develop custom-tailored financial plans, strategies, and solutions to help clients pursue their dreams by understanding their needs, goals, and concerns
• Construct portfolios and implement investment transactions
• Experience working in a small business environment
• Participate in client meetings
• Prepare supporting reports for client reviews
• Research products and services
• Cultivating and maintaining ongoing relationships with clients
• Interact proactively and collaboratively with the leadership team

This position will report to the founding partners and will interact with clients and team members.

If you are interested, call 630-513-4600 or email

Ron Harczak                    ron@steward.guide

Jim Vanderbilt                 jim@steward.guide