Paraplanner

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Job description

Our work is critical to the financial wellbeing of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future. We take satisfaction in guiding people as they navigate through challenges and opportunities.

Our approach calls for the development of a roadmap that is unique to and suitable for the client. We bring together our skills and experience in a team formation to enhance our impact on our clients' lives.

We seek to add a Paraplanner to our team. This individual plays a key role in the creation and maintenance of comprehensive financial plans for the firm's clients. If you find joy in finance, planning, and organization, we encourage you to consider this role.

How will you help grow our firm?

You will…

- Generate financial plans, annual review summaries, written reports, and other presentation materials to drive forward the client's priorities

- Engage in data entry, data analysis and case research, including but not limited to estate planning, insurance, retirement, and investment models

- Assist clients with account aggregation and technical issues

- Develop and maintain written documentation of all team and client activities

- pertaining to client's goals

- Communicate effectively with the client and other team members to keep up to date on the planning process

- Participate in client meetings; support advisors as needed

Who do you need to be?

- A team player with a positive, caring attitude and extraordinary client service orientation

- An enthusiastic researcher and problem solver with excellent organizational and time management skills

- A meticulous analyst with capacity for deep focus and an aptitude for making calculations quickly and accurately

- A person who is genuinely interested in the field of finance and in planning for the future

Job Requirements:

Experience needed

- FINRA Series 7, 63, (and 65 if part of a Registered Investment Advisor)

- Four-year college degree or equivalent

- Facility with MS Office and technology in general

- Experience with eMoney and/or other financial planning software a plus