Our client in the financial services industry is seeking a Paraplanner to join their team. This individual will need to have prior experience in financial planning, and will be detail-oriented, maintains accuracy, and has a strong passion for the finance and retirement planning sector. The client is a small-midsized firm who are an established practice for over 10+ years!
Your Role Within the Company
- Collaborate and help prepare financial plan recommendations with the guidance of the teams Lead Advisor
- Assist in preparing robust retirement income plans and income strategies
- Prepare investment portfolio summaries and asset allocation analyses
- Help communicate with clients occasionally for minor updates or needs
- Assist in preparing various financial planning reports
- Assist the Lead Advisor with onboarding new clients and ensuring their transition to our firm
- Help input data into our tax planning software to assess client tax situations and tax strategies
- Run simple illustrations for annuities using online quote engines
- Oversee preparation of various one-off analysis requests
- Collaborate with team members and advisors on client cases
Background Profile:
- Bachelors degree
- Strong passion for financial planning, retirement planning and investments
- CFP or CPA designations are a plus, but not required
- Enjoy working with numbers and spreadsheets
- Very strong Microsoft Excel experience and familiarity
- Highly detail-oriented and accurate
- High multitasking capabilities
- Looking for an in-office position
- Minimum 1-3 years of experience in the financial services industry
- Series 65 or Series 66 license are a plus, but not required