Paraplanner

Apella Wealth is a rapidly growing, fee-only comprehensive financial planning firm headquartered in West Hartford, Connecticut with offices nationwide. At Apella, we are tireless advocates for those we serve through all life stages including preparing to buy a house or start a family, planning for college savings or retirement, divorce, career change, sale of a business, or loss of a spouse or loved one. For some, we act as an educator. For others, a coach or mentor. For most, we are an important catalyst and trusted partner that inspires clients to take control of their financial lives.

The paraplanner plays a critical role in Apella’s authentic dedication to financial planning. Apella’s centralized planning department supports our financial advisors and planners nationwide with new financial plan construction, existing financial plan updates, and supporting analyses necessary for financial plan presentation and recommendations. The paraplanner 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. Though the position is client facing, this is not a sales related role. There is zero expectation of business development. This is an in-office, with some work from home flexibility, position in our new West Hartford, CT office in Blue Back Square.

Duties and Responsibilities

• Collect necessary data, using our comprehensive data gathering technology, for financial plan construction for clients and prospects.
• Input, reconcile, and analyze client data relevant to the planning exercise.
• Present financial plans both internally to advisors and externally to clients using our cashflow based planning software.
• Preparing financial analyses for clients, including retirement analysis, estate-planning analysis, education-funding analysis, stock options analysis and risk management needs analysis.
• All aspects of pre-client-meeting activities, such as preparation of meeting agendas, 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.
• Assist clients in maintaining their online client portals.
• Participate in financial planning projects to ensure the centralized financial planning team remains efficient and up to date on best practices.
• Being able to keep up and learn things quickly in a fast-paced environment, and effectively managing regular changing of priorities.

Requirements

• 4 Year College degree in business, finance, economics, or relevant major
• Series 65 or willingness to obtain within 6 months of hire
• Experience working in financial services industry
• Able to communicate with clients and colleagues effectively
• Detail oriented, strong analytical skills
• Good organization and time management skills
• Able to manage multiple priorities and prioritize effectively
• Systems and process oriented
• Able to work independently with minimal supervision
• Proficient in Microsoft Office programs