Job Description : Our approach :
Our team strives to provide an elevated standard of care to the individuals, families and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise and passion for making a difference to help them live more meaningful and impactful financial lives.
Our commitment to this mission is defined by three core principles :
- Collaborative Approach
- Personalized Advice
- Lasting Relationships
Company description :
Fields Wealth Management is a boutique wealth management have been recognized for the following :
Forbes Best-in-State Wealth Management Teams, 2024-2025Inducted into the Barron's Hall of Fame in 2022 (for ranking 10 years on Barron's Top 100 Advisor lists)Barron's Top 100 Women Financial Advisors, 2013-2024Barron's Top 1,200 Financial Advisors, 2014-2024Barron's Top 100 Independent Financial Advisors, 2020, 2023-2024AdvisorHub 50 Advisors to Watch (over $1Bil), 2022Ameriprise Chairman's Advisory Council, 2002-2024Ameriprise Circle of Success, 2010-2023Five Star Wealth Manager, 2012-2016, 2018-2024About the job :
This is a full-time paraplanner role producing 500-600 comprehensive financial plans per year.Be an active part of a collaborative team and share best practices with our advisor team.Put investors on a path to a successful financial future. Through well-written, implementable financial plans.Qualifications :
Minimum 2 years of experience in comprehensive financial planning.Strong understanding of financial planning concepts.Prefer CFP or CFP candidate.Exceptional written communication skills.Comfortable with industry technology and software applications, experience with Navi Plan a plus.Knowledge of Office 365 and all its applications.A positive attitude and a desire to achieve.Dedication to serving clients.Clean regulatory history.Compensation :
Base Salary $65,000- $75,000 DOEVariable / Performance Compensation :
On-target earnings up to $80,000 per year.Health, Dental, and Vision Insurance
401K Plan with company matching
Salary : $65,000 - $75,000
