What are the responsibilities and job description for the Paraplanner position at Rolek Retirement Planning?
Overview:
I'm looking to hire a Paraplanner for my financial planning firm specialized in retirement planning for people age 50 .
The firm was started in 2016 with 0 clients and $0 AUM.
Since then, I've grown the firm to serve a client base of approx. 220 households, approx. $160m AUM, and growing.
I've done all the work to grow the firm on my own to this point.
The person hired for this role will be the first hire, which means growth potential and options for you.
The firm is an SEC Registered Investment Adviser. Our primary custodian is Fidelity Investments.
Here are some primary initial responsibilities of the role...
Operational:
1 - CRM – Help pick the best option for our business, configure the initial setup, manage on a day-to-day basis
2 - Fidelity Wealthscape – Eventually manage day-to-day account related activities
3 - Suggestions to make operations more efficient and easier to manage
Planning:
1 - Build draft of new financial plans
2 - Build draft review meeting packets for current clients
3 - Suggestions to make planning process simpler and easier to manage
Communications:
1 - Emails - View daily email correspondence. Eventually help with replies.
2 - Courses - Attendee confirmation calls before the course, follow-ups after course
3 - Quarterly client check-in emails
Growth:
1 - Articles – create draft, upload to Wix, schedule email distribution in Wix. Bi-weekly.
2 - Suggestions to grow firm client base, grow AUM, and drive high retention.
3 - Suggestions to help you succeed in your role.
Among other things, the person hired must:
1 - Want to primarily work remotely. We'll do occasional in-person meetings together, but the majority of the work can be done from home.
2 - Prefer working independently.
3 - Want growth and upside potential.
4 - Want the ability to make an immediate impact.
5 - Want the ability to shape the growth of a firm.
You can either apply through really or email me your resume to apply.
Our website is www.rolekretirement.com
Job Type: Full-time
Pay: $70,000.00 - $80,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Compensation Package:
- Bonus opportunities
Application Question(s):
- After reading the job description and initial key responsibilities, if you have experience or skills that you think would make you particularly successfully at any of the key responsibilities identified feel free to highlight those with specifics to help yourself stand out from other applicants.
Work Location: Hybrid remote in Berwyn, PA 19312
Salary : $70,000 - $80,000