Paraplanner

WestPoint Financial Group is assisting with the sourcing process on behalf of The Todd Group.

About The Todd Group

The Todd Group is a client‑centered financial practice built on curiosity, collaboration, and genuine care. As an employer, we offer a supportive, growth‑minded environment where your expertise matters and your impact is felt every day. Joining our team means doing meaningful work that helps clients achieve what’s most important in their lives.

Position Overview

At The Todd Group, great financial planning starts with great people. We're looking for a personable, motivated Paraplanner who enjoys collaborating with others, building relationships, and making a meaningful impact on clients' financial success. Join a respected, growth-oriented firm that offers career development, competitive compensation, bonus opportunities, and a generous benefits package in a supportive team environment.

This role is Full-Time (40 hours per week), Monday through Friday, and works in The Todd Group’s Crystal Lake, IL office.

What You’ll Do

Responsibilities

• Create investment proposals
• Account opening, service requests and ongoing maintenance
• Track and closely follow asset movement
• Support the financial planning process
• Keep detailed notes of client correspondence and required actions
• Other general administrative duties as assigned

Qualifications

• 2+ years financial services experience in paraplanning, investments, etc. (required)
• Life and Health License, and Series 6/7 Registered (desired)
• Proficient with investment trading systems and processes
• Adept with Microsoft Office (Outlook, Word, Excel and PowerPoint) and various software, including firm-approved AI Tools
• Familiarity with financial planning tools, Wealthscape, Envestnet, DocuSign and CRM (preferred)

Who You Are

• A strong communicator with excellent verbal and written communication skills
• Highly organized, detail-oriented, and able to manage multiple priorities effectively
• A critical thinker who approaches challenges with a proactive, solution-focused mindset
• Dependable under pressure, consistently meeting deadlines and delivering quality work
• A collaborative team player who embraces change and adapts with ease
• Comfortable working both independently and as part of a team
• Self-motivated, resourceful, and willing to take initiative
• Tech-savvy with proficiency in Microsoft Office and other business applications

What The Todd Group Offers

• Competitive Salary: $70,000-$80,000 annually, negotiable with experience and qualifications
• Medical
• STD/LTD
• Life Insurance
• Paid Time Off/Sick Days
• Paid Holidays
• Retirement Plan with Match
• Bonus Eligible
• Continuing Education Support

The Todd Group is an equal opportunityemployer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.