Paraplanner

This is a fully remote position, open to applicants in United States.

📋 Description

• Participate in the creation and execution of financial strategies for clients

• Provide support to the wealth planning team through tailored financial planning research for each client

• Request updates to client documents, records, and information as necessary

• Assist in preparing for client meetings, which includes client communications

• Help with data collection and input into software in preparation for upcoming planning sessions

• Monitor and revise client Financial Plans as required

• Carry out additional responsibilities as assigned

⛳️ Requirements

• Bachelor’s Degree

• A strong enthusiasm for the wealth management sector

• Excellent written and verbal communication abilities

• Proficiency in Excel, Word, Outlook, and PowerPoint, with a particular focus on Excel

• Must possess exceptional organizational skills and technical proficiency

• An enthusiastic and effective collaborator within a team

• Capability to think strategically and creatively in a dynamic environment

• Demonstrated ability to take initiative, work independently, collaborate, and achieve results

🏝️ Benefits

• Competitive salary and performance-based incentives

• Comprehensive health and wellness benefits

• Opportunities for professional development and career growth

• Collaborative and supportive work environment