What are the responsibilities and job description for the Wealth Management Paraplanner position at ELS?
Hours : Schedule :
This position will work in office until the training period is complete and then will be remote eligible for up to 20% of the time. The office location for this position is at Cooper / Haims located in Victor, NY. Hours are Monday - Friday 8 : 00 a.m. - 5 : 00 p.m. Must be flexible to meet current and future business needs.
Pay : 26.5662 / hour
Purpose of Position :
A Paraplanner's primary role is to develop an understanding of all steps of the financial planning process and to support financial advisors in delivering firm services to our clients. Paraplanners will help advisors solve financial planning issues, create financial plans, and prepare tax returns and projections. Paraplanners are encouraged to pursue CFP® certification, and a successful paraplanner may begin the career progression toward becoming a financial advisor leading client relationships.
Principle Responsibilities / Accountabilities :
Delivery of Advisory Services
- Support advisors in delivery of client service.
- Develop understanding of planning matters for firm's clients and aid in financial plan development
- Prepare client meeting materials for advisors including data gathering, modeling, scenario analysis, and plan and presentation design. May join client meetings as needed.
- Develop understanding of all steps of the financial planning process and assist with the delivery of firm services to clients. This includes identifying client needs / goals, preparing long-term cash flow analysis, developing planning strategies, and reviewing and making adjustments to the plan.
- Support advisors in order to solve financial planning issues and integrate all aspects of client's financial life, including retirement planning, investment advisory, tax planning & compliance, estate planning, employee benefits, insurance planning, and education planning.
- Assist advisors with client follow-up requests
- Actively pursue knowledge of firm investment philosophy and process and support advisors with implementation
- Adhere to firm client service delivery model and maintain high level of client retention.
- Maintain accurate records in client relationship management (CRM) tool and financial planning software
Tax Compliance and Tax Planning
Professional Development and Compliance
Qualifications :
Preferred Qualifications :
We're committed to diversity, equity, and inclusion. ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work!
LI-KS1
LI-Hybrid
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Salary : $27
