Paraplanner

Location:

Newtown, PA

Salary: $90,000 to $105,000 (based on experience)

Status:
Full time, Hybrid

As a financial firm founded on the golden rule, we are committed to caring for our clients the way we would want to be cared for ourselves. We take pride in getting to know each client as a person, not a portfolio balance, and we tailor their investments to who they are and what they want to achieve. Our big picture approach to comprehensive planning brings clients the most value, and our unbiased perspective helps us spot the parts of a plan that need a closer look.

We simplify financial planning through education and communication, so clients feel confident in their decisions and have more time for what matters most to them. Our team is friendly, down-to-earth, and good  mission is to educate, counsel, and guide clients through life’s financial challenges, efficiently and with full transparency.

We are excited to have an opportunity to welcome a Paraplanner to our team! We are looking for a Paraplanner with relevant industry experience and a dedicated client focus. This individual will support our advisors by creating and updating financial plans, pulling reports, preparing for meetings and client intake, and following up with clients. Success at six months means fully carrying out the role and taking pressure off our advisors, ensuring efficiency and staying proactive behind the scenes.

The attributes that we look for in a Paraplanner include:

• Self-starter who shows initiative and is comfortable speaking up
• An independent thinker who knows their role within a team
• Accommodating to clients and teammates
• Sharp time management skills and dependable follow through
• Reads the room, retains training, and asks questions to stay efficient
• Decisive, moving forward without over analyzing
• Smart and emotionally intelligent, putting clients first
• Meticulous attention to detail and a diligent work ethic
• Positive attitude, team player, humble, not ego driven
• Excellent organizational and problem-solving skills
• Exceptional verbal and written communication skills, along with being strategic
• Desire to be a long-term contributing member of the team
• Trustworthiness, energy and enthusiasm

What you can expect to do:

• Create and update financial plans, including initial input and revisions
• Pull client reports and weekly reports, and update client profiles
• Prepare meeting materials and client intake, including getting client data feeds before each meeting
• Work with the team’s tools:
  Right Capital, Holistiplan, Nitrogen and Redtail
• Contribute to the overall client experience, escalating account or investment problems to the senior advisor as needed

What you bring to the table:

• Bachelor’s Degree
• Professional Licenses:
  Series 7, 63 and 65 (or 66) preferred, but not required.
• Insurance licenses are nice to have. There is no set time limit to obtain them, possibly up to three years.
• 3-5 years of industry experience required, as a paraplanner or a similar role
• Tax planning background is helpful, including working knowledge of personal income taxes, Roth conversions, and withdrawal strategies
• Working knowledge of the technology used in paraplanning