Paraplanner REMOTE

Overview

My client is seeking an experienced and detail-oriented Paraplanner to support their financial planning team. In this role, you will work closely with senior financial planners to deliver high-quality financial advice and services to clients. Your responsibilities will include researching, preparing financial documents, analyzing client data, and assisting in the development of financial strategies. You will play a critical role in ensuring that all aspects of the financial planning process run smoothly, from research and documentation to client meetings, and follow up.

• Licensed Series 65 or 7/66
• Life Accident and Health Licensing (or ability to obtain in first 90 days)
• Knowledge of financial planning principles, investment strategies, and risk management
• Proficiency in using advance planning in eMoney
• Experience working with individual clients or admin in Wealth Management

• Client Support: Assist senior financial planners in managing client relationships, ensuring client needs are met and expectations are exceeded.
• Research & Analysis: Conduct comprehensive financial research, including investments, tax strategies, estate planning, insurance, and retirement planning.
• Financial Reports & Proposals: Prepare and review detailed financial reports, including investment portfolio analysis, cash flow projections, and retirement plans. Generate recommendations that align with clients' financial goals.
• Document Preparation: Draft financial plans, client correspondence, and reports for review and presentation to clients.