Paraplanner

Summary

We are looking for a dedicated Financial Planning Paraplanner within our Design Center to join our fast-paced growing financial services firm in our flagship Boston office within the Financial District. This is an excellent opportunity for a detail-oriented, proactive individual to work closely with Financial Planners, providing support on case design and financial planning recommendations as well as implementation. The ideal candidate will have analytical skills and attention to detail to produce high quality work while also motivated by influencing the outcome of the financial planning engagement. In this role, you’ll have the opportunity to grow professionally while contributing meaningfully to our Advisor’s practice and clientele.

Key areas of responsibility

• Verification of clients financial information in planning software
• Collaborate with Advisors to create recommendations based on client’s goals and objectives
• Generate outputs for prospective and existing clients
• Illustrate products and proposals through on-line systems
• Manage timelines for output delivery
• Support Advisors in the annual financial planning renewal process
• Collaborate with other analysts to serve as back up support when needed
• Help train new Analysts and Advisors on the process
• Diligently and in real-time communicate case status in Salesforce
• Participate in ongoing training and development opportunities
• Special Projects and other job duties as necessary

Qualifications

• Associates or Bachelor’s degree
• 2 years of relevant industry experience
• Strong understanding of financial concepts
• Experience with eMoney or other financial planning software
• Proficient with MS Office (Word, Excel, PowerPoint, and Outlook)
• Excellent time management and organizational skills as well as attention to detail
• Effective verbal, written and interpersonal skills
• Ability to work in a team environment with a positive and professional attitude
• Strong sense of customer service
• FINRA Series 7, 66 as well as Life and Health Insurance Licenses

Commonwealth Financial Group is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

HIRING ALERT: Commonwealth Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type: Full-time

Pay: $64,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Work Location: Hybrid remote in Boston, MA 02210

Salary : $64,000 - $80,000