Apply for Paraplanner-Support Investment Advisors With Daily Job Functions

Entering data into financial planning software
Preparing deliverables when assisting with financial plan preparation
Interacting with clients to perform ancillary functions such as data gathering
Assisting Advisors with meeting preparation
Assisting Advisors with tax planning for their clients
Conducting data gathering for the update meeting process
Organizing files and file structures
Running projections in financial planning software
Creating financial plan deliverables
Modeling financial scenarios
Preparing financial plans
Analyzing financial statements
Gather and review client financial records, such as Brokerage statements and tax returns
Research financial products and funds
Attend client meetings to take notes and follow up on administrative tasks
Manage the firm's financial planning software
A bachelor's degree in finance or accounting is preferred. Training or background in finance is preferred. Excellent organizational skills, attention to detail, and strong written and verbal communication skills.

Detail oriented with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
Leading with a client first mindset