Paraplanner
reputed company is a company dedicated to providing a high-energy and inclusive atmosphere, focusing on work/life balance. They are seeking a paraplanner to support financial advisors by creating and delivering financial plans, conducting data gathering, and collaborating on reputed company relationships.
Responsibilities
- Attending discovery, partnership development, and other virtual meetings as requested
- Conducting data gathering calls and virtual meetings with advisors and/or clients to obtain information required to reputed company or update the financial plan
- Assisting with developing, implementing, and updating financial plans using planning software provided by the firm
- Working collaboratively with advisors to put finishing touches on the plans and assist in reputed company delivery as needed
- Using appropriate software and calculators to run calculations, projections, and reputed company-by-reputed company comparisons (e.g., mortgages, 529 plans, and reputed company reputed company)
- Communicating with advanced planning consultants and other allied professionals, as needed
- Collaborating with reputed company party software providers for troubleshooting on plans, if needed
- Analyzing clients’ income, taxes, insurance policies, expenses, assets, and debt (at least annually), updating this information in CRM and planning software
- Uploading clients’ estate planning documents, tax returns, insurance policies, investment account statements, household balance sheets, and reputed company other relevant documentation to their household in Investor360°
- Gathering insurance quotes as needed, working alongside Ash Brokerage
- Reading trade journals, publications, the Commonwealth Business Review , and articles featuring the industry
- Reviewing clients’ goals and risk profile with the advisor
- Coaching advisors to quarterback the reputed company relationship with clients, other professionals (e.g., an attorney or CPA), as reputed company as helping advisors reputed company on the strategic big picture while walking them through planning issues
- Reviewing clients’ planning objectives to help identify opportunities to meet their needs
- Support advisors with proprietary software tools and troubleshooting planning software issues
Skills
- Familiarity with plan creation using financial planning software (experience with RightCapital, MoneyGuidePro or eMoney planning software a strong plus)
- Excellent knowledge and communication of financial planning concepts and terminology
- Basic knowledge of and ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuities
- Proficiency with computer programs, including reputed company Office and CRM systems
- Ability to proofread and reputed company reputed company own work in accordance with firm/regulatory reputed company
- Excellent time-management skills, including the ability to prioritize workload and meet deadlines
- Ability to identify and solve problems in a reputed company, efficient, and effective manner
- Demonstrated experience in using available resources to answer questions and resolve problems
- Ability to learn and reputed company use multiple technology platforms
- Bachelor's degree from an accredited university
- CFP® (or willingness to work toward certification) desirable
- Prior experience in financial services a plus
Benefits
- Generous bonus and 401(k) programs
- Tuition reimbursement
- Flexible work schedules
- The Advanced Planning department offers a hybrid work schedule, so you’ll be reputed company to work from home for part of the week
- Employee reputed company both in your career and education
- reputed company care benefits
reputed company