This is a professional position that supports financial advisers and wealth managers directly in serving existing and potential clients. You are expected to perform various tasks, including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to use critical-thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates are detail-oriented, structured and have a high degree of follow-through.
Duties and responsibilities of Paraplanner include:
Preparing financial analyses for clients, including retirement analysis, estate-planning analysis, education-funding analysis, and risk management needs analysis.
All aspects of pre-client-meeting activities, such as preparation of meeting agendas, client paperwork, investment policy statements and asset allocations, as well as post-client-meeting tasks such as developing meeting notes, performing financial situation analyses and coordinating planning implementation with outside professionals if necessary.
Continuously monitoring clients' financial situations with detail and accuracy.
Being able to keep up and learn things quickly in a fast-paced environment, and effectively managing regular changing of priorities.
Experience with the following is advantageous :
Bachelor degree preferred
Degree in finance, accounting or related field preferred but not required
3 years of similar work experience OR a bachelor’s degree in Personal Financial Planning or similar coursework from an accredited program
Partiality for analytics and data management
Strong verbal and written communication skills
Passionate interpersonal skills
Attention to detail
Clear self-organization and structure
Able to balance multiple shifting projects, tasks and responsibilities proficiently
Exceptional phone and client service skills, positive and upbeat attitude
Dedicated to continuing education
Additional Salary Information: Competitive based on experience