Paraplanner

• High engagement
• Self-starter
• Curious, friendly team player who takes initiative to work collaboratively with teammates – all staff members are involved in various projects at any time.
• Commitment to exceeding expectations and taking ownership of the entire process
• Careful listening skills
• Honest, hard-working and friendly
• High level of integrity and enjoys being challenged
• Detail oriented
• Organized, good follow through/tenacity, and ability to understand product details
• Desire to learn
• Client first attitude
• Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
• Flexibility and openness to work on varied assignments with people across the firm
• Ability to learn quickly and improve upon established processes
• Strong communication and interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
• Desire to be a long-term contributing member of the team
• A long view of the opportunities presented by the firm and the industry overall

• Review brokerage statements provided by clients and prospective clients.
• Review Internal brokerage statements and reports.
• Document Client meetings, process business and general information, and Organize data.
• Assist in various portfolio management tasks.
• Prepare for Public Firm Events (such as conferences, public speaking, and educational classes).
• Provide technical support to the firm’s advisors.
• Participate and listen carefully in planning meetings and translate the discussions into a strategy for analysis to help drive financial planning efforts.
• Create financial planning folders, agendas, gather supporting documentation and assist advisors with preparation for client meetings.
• Prepare for client meetings, preparing agendas and supporting documentation for review by advisor; complete follow up arising from client meetings, and correspond with clients, advisors and vendors as needed.
• Follow through on post-meeting activities including updating client data, synthesizing notes, and completing communications in CRM.
• Keep meticulous records of interactions and plan progress using the CRM, etc.
• Conduct research on various projects that the adviser requests, which could be diverse (Investment analysis, Portfolio structure, prospecting, updating client data, enhancing the client experience)
• Work extensively in our 401(K)-retirement department, servicing existing plans and preparing presentations for prospective plans.
• Produce and maintain reports and logs.
• Sending, receiving, and processing client documents and communications with clients, other professional advisors, and vendors.
• Own the implementation of client planning strategies.
• Continuously stay in relationship with colleagues and clients, understanding their unique circumstances, connections, talents, interests, etc.
• Stay current on trends in the financial planning area.
• Superior verbal and written communication skills.

• Bachelor’s degree
• Series 7 required
• Life and Health Insurance License (or familiarity with insurance sales and underwriting process a plus).
• Minimum of 2 years of experience in wealth management operations.
• Excellent communication and relationship management skills.
• Strong computer desktop skills are required: Microsoft Office Suite (Word, Excel, PowerPoint) Morningstar Advisor Workstation, social media. Additional direct software such as NFS Wealthscape, CRM, Outlook, and FI360.
• Organized, good follow through/tenacity, and ability to understand product details.
• Superior verbal and written communication skills.
• Demonstrated job stability and career progression.

Salary : $100,000 - $120,000