Paraplanner

Sebold Capital Management, an independent wealth management first serving individuals, families, and their businesses is seeking an experienced Paraplanner to join our growing team in Naperville. We are in quest of a talented individual who will step into an instrumental role by providing client relationship support through managing, gathering, and analyzing client data, help prepare financial plans and other client deliverables. In addition, the ideal candidate will plan and execute campaigns to drive engagement, nurture professional network connections, and seek qualified opportunities.

Key traits of a successful Paraplanner at Sebold Capital

• Bachelor’s degree in finance / accounting or related field;

• CFP® preferred with 2-3 years prior experience

• Must be able to make decisions and have problem-solving traits;

• Strong analytical skills and attention to detail;

• Ability to work independently and as a team member;

• Excellent time management skills;

• High level of proficiency with MS Office;

• eMoney and Tamarac knowledge a plus;

What Sebold Capital has to offer you:

• Competitive Salary

• 401k Plan

• Health & Life insurance

• Paid-Time off including 9 paid holidays

• Fun, casual, small-office atmosphere

• Employee lunches and outings

• Class A office near I-88

Please send resume with salary expectation to careers@seboldcapital.com. No phone calls please. EOE