What are the responsibilities and job description for the Financial Planner position at Vantage Point Financial Services LLC?
Description
Vantage Point Financial is looking to add a key team member to our organization. We are seeking a Financial Planner or Paraplanner who is ready to help an already thriving company continue to grow. The ideal candidate is hard-working, success-oriented, and detail-focused. We're looking for someone with a "team player" mentality who values collaboration and wants to contribute to a firm that empowers its clients, employees, and community to achieve beyond what they thought possible.
Responsibilities
As a Paraplanner, you will play an important role in supporting our advisors and delivering an exceptional client experience. Your responsibilities will include :
Responsibilities
- Prepare financial analyses and financial plans for clients
- Assist with the analysis, rebalancing, and administration of client investment portfolios
- Conduct investment research, reporting, and analysis
- Provide support for processing client service needs
- Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance the client experience
- Manage RMDs for qualified client accounts
- Support tax-planning initiatives for a wide variety of clients
- Develop effective working relationships with team members and internal departments to provide best-in-class service for clients
- Participate in client sales and informational events / venues as needed
- Actively participate in pre and post-client meeting support for the advisor team
- Provide thorough, high-quality research, problem-solving, and issue resolution
- Generate various daily, weekly, monthly, and annual reports for financial advisors / office
Knowledge, Skills, & Abilities
Qualifications
