Financial Paraplanner

Are you a detail-oriented professional with a passion for financial planning and client support? Join our dynamic and growing team in Helena, Montana, where we deliver comprehensive financial solutions to help our clients achieve their lifetime wealth management goals.

About You:

• You are empathetic and genuinely care about people, understanding the value of creating strong, respectful, and productive relationships with clients and colleagues alike.
• You believe in the power of financial planning to empower individuals and families, and you are passionate about supporting them in achieving peace of mind and financial independence.
• You are detail-oriented and thrive on accuracy, knowing that your precision plays a key role in delivering exceptional client outcomes.
• You excel in analytical thinking and are confident in your ability to interpret financial data to provide clear, actionable insights.
• You are a proactive self-starter who anticipates the needs of both clients and advisors, taking ownership of your work and delivering results with integrity.
• You thrive in a collaborative environment where teamwork and mutual support are paramount, and you are driven to exceed expectations.
• You are adaptable and resourceful, excited to embrace cutting-edge tools and processes to optimize client service and streamline operations.
• Above all, you align with our core philosophy of working with people who are "coachable and lovable," ensuring that every interaction is grounded in respect, empathy, and a commitment to shared success.

About Us:

We are a well-established financial advisory firm committed to providing holistic financial solutions that support our clients at every stage of life, from early adulthood to retirement and beyond. Our mission is not just about managing wealth but empowering individuals and families to achieve financial independence and peace of mind.

What sets us apart is our unique approach to people and planning. We prioritize working with clients who are "coachable and lovable," fostering strong, respectful, and productive relationships. This philosophy allows us to build deep, long-term partnerships that extend across generations, ensuring continuity and trust in managing family wealth.

Our team values empathy, attentiveness, and collaboration, underpinned by meticulous processes and cutting-edge tools like MoneyGuidePro and Redtail CRM. These resources enable us to deliver personalized, actionable financial strategies while maintaining the highest standards of accuracy and compliance.

At our core, we are a team that thrives on mutual support and shared success. We are deeply invested in our employees' growth, offering opportunities for professional development, networking, and involvement in industry-leading organizations. Our competitive benefits and commitment to employee well-being reflect our belief in fostering a workplace where every team member can excel.

Key Responsibilities:

• Collect and analyze client financial data, including income, expenses, assets, and liabilities.
• Draft detailed financial plans covering retirement planning, tax strategies, investment management, and estate planning.
• Conduct research on investment products, tax laws, and regulatory changes to ensure up-to-date client strategies.
• Prepare and organize materials for client meetings, summarizing notes and follow-up actions.
• Maintain compliance by updating client records and ensuring all plans meet industry standards.
• Utilize financial software (e.g., MoneyGuidePro) and CRM systems (e.g., Redtail) to manage client data and scenarios.

Time Allocation:

• 60%: Financial plan preparation and client support.
• 20%: Research and compliance tasks.
• 20%: Administrative and team collaboration.

Qualifications:

• 2-5 years of experience in financial services or a related field.
• Proficiency in financial planning tools and CRM systems (MoneyGuidePro, Redtail preferred).
• Strong understanding of investment, tax, and financial principles.
• Exceptional organizational skills and attention to detail.
• Series 7 and Series 66 licenses required.

Compensation and Benefits:

• Salary Range: $50,000 to $80,000, based on experience.
• Benefits include:
• Comprehensive health insurance (premium covered).
• Safe Harbor 401(k) plan with a 3% automatic contribution.
• Profit-sharing bonus (historically up to 18%).
• Two weeks of paid vacation, increasing with tenure.
• Covered parking in a central location.

Call to Action:

If this sounds like the opportunity for you, we encourage you to apply! Please submit your cover letter and resume, highlighting your qualifications and interest in joining our team.

Thank you to all who apply; only those selected for an interview will be contacted.

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Compensation Package:

• Profit sharing

Experience:

• paraplanning: 2 years (Required)

License/Certification:

• Series 7 and Series 66 licenses? (Required)

Ability to Commute:

• Helena, MT 59601 (Required)

Ability to Relocate:

• Helena, MT 59601: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000 - $80,000