Paraplanner
The Paraplanner supports the firm’s wealth managers and financial planning process by conducting client research, preparing for client meetings and building financial plans.
Position Responsibilities:
- Inputs client data into financial planning program
- Gather account values and complete client review summary for upcoming client meetings
- Prepares preliminary written plan and product solutions for advisor review, that will fit a client’s risk tolerance and time frame
- Finalizes written plan with client once Advisor puts solutions into place
- Continually analyze portfolios, construct financial plans and track next steps in the planning process for clients
- Document CRM system to ensure all clients have a Retirement Navigator
- Prepare reports within Portfolio Management System that provides snapshot of client portfolio to be used in client meetings
- Run illustrations for insurance policies
- Save all reports in CRM system for compliance
Skills and Abilities:
- Exceptional attention to detail
- Significant understanding of the financial planning process and market in general
- Strong organization and communication skills
- Ability to prioritize and work in a deadline driven environment
- Ability to multi-task
- Effective and efficient time management
- Punctual
- Anticipate the needs of the advisor and work hard to free up their time
- Developing knowledge of financial planning and trading software
- Honesty, Integrity and Accountability
- Possesses a passion to help team and clients
- Dedicated and loyal
- High work ethic
- Flexible and accommodating
- High level of interpersonal skills
- Ability to listen, take direction and execute a plan
- Proven client and team-centric mentality