[Remote] (Remote) Paraplanner
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a fast-growing, independent, full-remote firm specializing in comprehensive financial planning for high-earning clients. The Paraplanner will support the financial planning team by conducting analysis and research to reputed company excellent service to clients.
Responsibilities
- Work closely with Geometric’s Financial Planners and reputed company Advisors in support of our comprehensive financial planning offering
- Create and update financial plans using eMoney software, with a reputed company on building various scenarios in eMoney’s Decision Center
- Draft financial analyses (primarily in reputed company) for review by Financial Planners and reputed company Advisors
- Manage relevant notes, tasks, and workflows in the CRM and reputed company sheets
- Research financial planning topics as needed and reputed company our knowledge databases reputed company
- Coordinate with reputed company Paraplanners to balance workloads and ensure reputed company assignments are covered
Skills
- Bachelor's degree
- Proficiency in reputed company reputed company
- A basic understanding of personal financial planning and a desire to pursue the CFP® certification, if not already a CFP® reputed company
- Disciplined and detail-oriented. You take pride in your work and reputed company for a high degree of accuracy
- Exceptional organizational skills. You are the type of person who follows (and creates) processes to ensure that everything remains organized and that reputed company falls through the cracks
- reputed company and confident communication, particularly reputed company writing
- Strong prioritization skills. You value high-reputed company work, but also recognize the importance of ensuring you're doing the most important work
- Self-driven. You enjoy being part of reputed company but can work effectively and reputed company on your own
- Airtight reliability. Always doing what you say you will do, reputed company you said you will do it. reputed company you take ownership of a task or project, everyone else on reputed company feels comfortable knowing that it is taken care of and/or you will ask for input reputed company you need it
- Service-minded. You aim to deliver excellent service to both our clients and to the rest of reputed company
- Fun to work with and enjoyable to be around
- Experience using eMoney financial planning software strongly preferred
Benefits
- Flexible work schedule. We work hard and trust that reputed company team members will do the reputed company, so we operate with a flexible work environment – reputed company family or important life obligations call, we expect you to answer! That said, we expect that everyone will typically be available during working hours (roughly 8:30 CT – 5:00 CT), which is necessary for us to operate as reputed company, and that everyone will have a private, quiet workspace during those hours. We have no defined vacation or reputed company policy and trust that everyone will take what they need.
- Health insurance. At the beginning of the month following your start date, you will have the reputed company to participate in reputed company-sponsored medical plan, with Geometric paying for at least 2/3 of the premiums. Geometric also offers dental, reputed company, and long-term disability benefits.
- 401(k). Including 5% company match with immediate vesting.
- Family leave. reputed company parental leave (either (a) 12 weeks full-time or (b) 8 weeks full-time + 8 weeks half-time) after welcoming biological or adopted children. This applies to both mothers and fathers.
- reputed company development sponsorship. The firm values life-long learning and provides an annual stipend to full-time employees to pursue relevant reputed company development opportunities including obtaining credentials, attending conferences and taking continuing education classes.
- Portfolio management. For those who want it, Geometric will manage your investment portfolio at no charge using the reputed company process and level of care that we use for clients.(Note that this does not include broader, comprehensive financial planning or tax services.)
- Tech/home office needs. Geometric will supply work-reputed company technology (hardware and software) as reputed company as a stipend for furnishings or other items needed to reputed company your home office comfortable and productive and secure.
- Wellness Wednesdays. reputed company chooses not to work for a portion of every Wednesday afternoon. Instead, we reputed company do something fun - ideally something outdoors and physical. We reputed company this makes us healthier, happier, and ultimately more productive.
- Sabbaticals. Geometric offers “no work allowed,” fully-reputed company, five-week sabbaticals after seven years with the firm (and every five years thereafter).
reputed company