Paraplanner; Microsoft Excel financial modeling and data analysis

Paraplanner

Our client in the financial services industry is seeking a Paraplanner to join their team. This individual will need to have prior experience in financial planning, and will be detail-oriented, maintains accuracy, and has a strong passion for the finance and retirement planning sector. The client is a small-midsized firm who are an established practice for over 10+ years!

This role supports the Lead Advisor and the team by preparing financial plan recommendations, retirement income plans, investment portfolio summaries, and related planning reports as part of the client service process.

• Collaborate and help prepare financial plan recommendations with the guidance of the team’s Lead Advisor
• Assist in preparing robust retirement income plans and income strategies
• Prepare investment portfolio summaries and asset allocation analyses
• Help communicate with clients occasionally for minor updates or needs
• Assist in preparing various financial planning reports
• Assist the Lead Advisor with onboarding new clients and ensuring their transition to our firm
• Help input data into our tax planning software to assess client tax situations and tax strategies
• Run simple illustrations for annuities using online quote engines
• Oversee preparation of various one-off analysis requests
• Collaborate with team members and advisors on client cases

• Bachelor’s degree
• Strong passion for financial planning, retirement planning and investments
• CFP or CPA designations are a plus, but not required
• Enjoy working with numbers and spreadsheets
• Very strong Microsoft Excel experience and familiarity
• Highly detail-oriented and accurate
• High multitasking capabilities
• Looking for an in-office position
• Minimum 1-3 years of experience in the financial services industry
• Series 65 or Series 66 license are a plus, but not required