Paraplanner

Some people see numbers. You see the story behind them. Others might call you analytical. We might call you right for this role!

If you enjoy solving financial puzzles creating meaningful plans and helping clients make informed decisions youll fit right in. This role combines analytical thinking attention to detail and a passion for turning complex financial information into clear actionable recommendations.

We are an established full-service financial planning and wealth management firm. Our Mission is to help our clients and their families find balance in their financial lives aligning their money with what they value most through developing comprehensive financial plans.

JOB SUMMARY

As a Paraplanner you will partner with the firms financial advisors to prepare financial analyses develop comprehensive written financial plans for client presentations and support the delivery of personalized planning recommendations to clients. Youll leverage financial planning and investment management software to research planning strategies prepare meeting materials and take ownership of follow through on action items while continuing to build your knowledge of wealth management fundamentals.

A working knowledge of portfolio allocation investment management and general financial planning is expected while experience with insurance products and annuities is a plus. This role also includes supporting routine projects between client meetings to help ensure an exceptional client experience.

DUTIES & RESPONSIBILITIES:

• Assist advisors in preparing for client meetings including communication and follow-up of resulting action items
• Prepare and analyze information and develop reports in preparation for presentation to clients by employing extensive computer skills
• Input data to produce accurate financial plans and investment reports
• Assist in rebalancing portfolios in accordance with client objectives (if securities licensed)
• Research potential solutions for financial planning gaps for presentation to the financial advisor
• Partner with advisors and team members to deliver an exceptional client experience through proactive communication organization and follow-through
• Trouble-shoot problems organize meetings serve as liaison between advisor and client or between advisor and the team as needed
• Maintain accurate records while adhering to regulatory compliance and firm standards
• Complete additional projects and responsibilities as assigned

QUALIFICATIONS & SKILLS:

• 3 years of experience in financial services preferred with a working knowledge of investments portfolio management insurance annuities taxation and general financial planning; securities and/or insurance licensing is a plus
• Experience with CRM and financial planning software preferred (Redtail and eMoney experience a plus)
• Strong technology skills including proficiency with Microsoft Office (Outlook Word Excel PowerPoint) experience with financial planning technology and the ability to quickly learn new software applications
• Team-oriented professional with a passion for serving clients and building trusted relationships while demonstrating the initiative to work independently and collaborate effectively in a mentoring environment
• Exceptional attention to detail with strong analytical problem-solving organizational and critical thinking skills
• Highly organized with the ability to prioritize manage multiple projects meet deadlines and follow through on commitments
• Excellent interpersonal written and verbal communication skills
• Adaptable and able to thrive in a fast-paced yet flexible small office environment while responding to changing business needs
• Ability to follow established office procedures maintain confidentiality and adhere to regulatory and compliance requirements
• Professional self-motivated and dependable with initiative perseverance and a commitment to continuous learning and delivering high-quality work
• Ability to successfully pass a criminal history and background check

COMPENSATION:

• $/year Bonuses / Incentives (based on applicable experience certifications and / or Qualifications)
• Professional growth opportunities
• Generous time off package including paid time off and paid holidays
• Zero asset management fees on all personal and household accounts

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for customer care who truly enjoy helping make a difference in peoples lives and who take pride in the quality of their work!

Securities and investment advisory services offered through Osaic Wealth Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names products or services referenced here are independent of Osaic Wealth.