What are the responsibilities and job description for the Paraplanner position at Carson Group?
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. Its the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The Paraplanner will support the Carson Wealth team in the preparation, presentation, and implementation of financial plans for clients of the firm. Duties will include managing financial planning software, gathering and inputting financial information from clients into the software, designing planning techniques, preparation of financial plan presentations and reports and performing necessary research on unusual and sophisticated scenarios.
What To Expect
- Primary focus is supporting the Carson Wealth team with financial plan preparation and implementation
- Work with Wealth Advisors and Wealth Planners to gain an understanding of our wealth planning client's background and objectives
- Input client information into various web-based software (financial planning, tax planning, investment planning)
- Develop a close, long-term relationship with financial plan clients to understand their current circumstances and future needs or wishes
- Update financial plans, as necessary, to maintain reliable and current information
- Monitor and assist with various planning questions from Advisor
- Assist with Financial Plan agreements
- Create and modify PowerPoint presentations to highlight financial plan data for client meetings
- Review and modify systems to enhance the financial planning experience
- Research complex financial planning issues and topics and present findings
- Attend client meetings and draft financial plan summary letter to client and clients trusted advisors
- Work with Wealth Advisor, Wealth Planners and clients other trusted advisors to implement financial plan recommendations
What You Need
- Microsoft Office Suite - Intermediate level
- eMoney and Salesforce experience preferred
- Excellent phone and personal communication skill
- Strong attention to detail and organizational skills
- Drive for professional growth
- Ability to handle high volume, fast paced environment
- Ability to work independently and as a team member
Required Experience / Qualifications
- CFP® Certificate or ability to obtain certification within 24 months of start date.
- Relevant Educational Background (Finance, Accounting or Business Administration)
- Financial services industry experience
- Pass internal proficiency exams
- Series 65 (or equivalent) attained within 120 days
Preferred Education and Experience
- Previous financial planning experience preferred
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
- Starting annual base salary between $50,000 - $79,700.
- Variable compensation potential (Bonus and/or commissions)
- Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
Salary : $50,000 - $79,700
