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Chicago Office

350 N Orleans St,

Suite #9000n
Chicago, IL 60654
We Are Hiring - Financial Paraplanner August 2023

We Are Hiring - Financial Paraplanner August 2023

August 28, 2023

Hello There,

We are excited to share an opportunity that is close to our heart. You see, Sterling Edge isn't just about numbers and financial strategies. It's about people, their dreams, their journeys, and the stories that make us who we are.

Our aim is to guide people towards their financial goals, turning the daunting into the doable, and the ordinary into the extraordinary. Our team believes in empathy, engagement, warmth, and focus. And that's exactly what we're looking for in our new Financial Planning Paraplanner.

What You'll Do:

As a Paraplanner, you'll work closely with our financial planners, providing vital support as they guide our clients on their financial journey. Your role will include:

  • Support financial planning implementation.
  • Support and complete administrative requirements, paperwork, compliance.
  • Assisting our financial professionals with preparing comprehensive financial plans.
  • Assisting in data gathering, analysis, and research.
  • Preparing client reports and presentations.
  • Helping our financial professionals to monitor and manage clients' financial plans.
  • Keeping up to date with financial products, legislation, and market trends.

What You'll Bring:

Our ideal candidate is a go-getter with a heart of gold, someone who can connect with our clients and our team, demonstrating not just knowledge, but warmth and empathy.

Your qualifications should include:

  • A Bachelor's degree is preferred.
  • At least 2 years of experience in financial services preferred.
  • Proficiency in financial planning software and CRM.
  • Excellent written and verbal communication skills.
  • Superior problem-solving skills and attention to detail.
  • Empathy, engagement, and the ability to work in a dynamic team.
  • Certified Financial Planner (CFP) designation or Financial Paraplanner Qualified Professional (FPQP) preferred.
  • Experience with eMoney a plus but not required.
  • Experience with Redtail, Hubspot or Salesforce preferred.
  • The opportunity to work remotely, giving you the flexibility to balance your work and personal life.
  • A competitive compensation package.
  • Regular opportunities for professional development.
  • An engaging and inclusive work culture.
  • Part time position with typical work week of 20 - 30 hours per week. 
  • 18 paid company holidays. 
  • 10 days paid vacation. 
  • Compensation range $2,000 - $3,000 per month depending on qualifications. 

If you believe you're the person we're looking for, we would love to hear from you. Send us your CV and a cover letter that gives us a taste of who you are, not just what you've done.

Thank you for considering a career with Sterling Edge. Here, you're not just joining a company, you're becoming part of a story - a story of transforming lives through financial planning.

I look forward to hearing your story.

Application Deadline: November 1st, 2023