Paraplanner - Financial Firm - Franklin, TN
Paraplanner - Financial Firm - Franklin, TN
Posted on :
11-09-2025
Employer Active
1 Vacancy
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Job Description
Paraplanner
The Paraplanner role is essential in helping advisors prepare for key prospect appointments through documentation and analysis preparation of the Financial Plan Check-Up.
This role is responsible for giving advisors the information and analysis necessary to present to prospective clients as they consider establishing a relationship with Beacon and making decisions about their financial future. It is the responsibility of the paraplanner to ensure accuracy of the information being collected and executed in the Financial Plan Check-Up. This role works with the operations team and advisors to ensure timely execution of tasks.
This role requires a detailed-oriented individual who enjoys working in a dynamic fast-paced rapidly evolving environment. Successful paraplanner have:
- Excellent written and verbal communication skills.
- Strong organizational and analytical skills.
- Ability to provide efficient timely reliable and courteous service to customers.
- Ability to effectively present information.
- Ability to respond effectively to sensitive issues.
Responsibilities:
- Assists the financial advisors in all aspects of planning portfolio analysis and document prep. Paraplanner must be accurate and thorough while completing tasks with a deadline.
- Compile Portfolio Analysis for advisor to present to current and prospective clients.
- Assist the advisor in preparing documents for meetings with current and prospective clients.
- Utilize software and other tools to create projections of a clients portfolio to enable and ensure proper planning.
- Utilize software to create an analysis with multiple scenarios of a clients options when drawing Social Security benefits.
- Research topics and investments that advisors need more information on or would like to know more about.
- As needed train new advisors and interns in the paraplanning process to ensure they understand the procedures and can help as needed.
- Assist with billing to include building reports auditing accounts and other tasks as needed.
- Perform other miscellaneous tasks that advisors or others within the firm need help with.
Key Traits:
Accountability and demonstrated excellence in details and a thorough understanding of Beacon sales process. Other Critical Factors: Strong team player. Critical thinker that can identify issues and quickly offer solutions. Good decision-making skills and can offer RIA best practices and opportunities for RIA. Proven understanding of core RIA technology and software systems. Ability to manage deadlines prioritize work and ensure seamless execution.
Salary:
Benefits:
- HealthInsurance
- PTO
- 401KMatch
Hours:
- Monday-Thursday:8:30am-5:00pm
- Friday:8:30am4:00pm
PresentedbyAdvisorEmployeeServices
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Employment Type
Full Time
Key Skills
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