Paraplanner

Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training, or certification to build GPM plans for Financial Advisors.  While doing so, serve as a resource to Financial Advisors and their assistants regarding overall financial planning strategies. Some of the strategies may include but are not limited to Social Security, healthcare planning, retirement income planning, long-term care, life insurance and risk management, tax planning, estate planning, etc.  

Resolves or recommends solutions to complex problems.  Deliver superior client service through accuracy, timeliness, and consistency.

** Essential Duties and Responsibilities*
* + The primary responsibility of this position is to build GPM plans on behalf of Financial Advisors.

+ Enter client data into financial planning software Money Guide Pro  (GPM).

+ Analyze financial data to construct comprehensive financial plans.

+ Areas of planning include Social Security, healthcare, retirement and income analysis, long-term care, life insurance and risk management, tax planning,  and estate planning.

+ Demonstrate an understanding of personal and business financial planning concepts and stay informed of tax law changes and financial planning developments.

+ May respond to Financial Advisor questions by telephone, email, and occasional personal visits.

+ Takes ownership of and independently handles the resolution of escalated issues and complex problems.

+ Stay abreast of, and comply with, company and department policies and procedures.

+ Performs other duties and responsibilities as assigned.

** Knowledge, Skills, and Abilities*
* ** Knowledge of*
* + Understanding of personal financial planning concepts.

+ Familiarity with financial planning software including Money Guide Pro  (GPM).

+ Strong communication and presentation skills.

+ Securities products including equities, fixed income, annuities, and options.

+ Various investment and retirement accounts.

+ External Accounts and Data Aggregation system.

+ Portfolio Management applications.

+ Contact Management applications.

+ Proprietary broker and financial planning applications.

+ Concepts, practices, and procedures in supporting computer hardware and software.

+ Software installation and removal.

+ Computer maintenance, backup, and restoration procedures.

+ Data networks and protocols.

** Skill in*
* + Operating personal computers, peripheral equipment, and telecommunication devices.

+ Using operating system administration and diagnostic tools to troubleshoot and resolve technical problems.

+ Using software to remote control end user computers.

+ Learning and applying new information skills and processes quickly and providing comprehensive and objective analysis.

+ Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced dynamically changing environment.

+ Microsoft Office applications sufficient to produce documents, spreadsheets, and email.

+ Operating standard office equipment and using required software applications, sufficient to provide basic troubleshooting.

** Ability to*
* + Establish and maintain effective working relationships.

+ Handle stressful situations and provide a high level of customer service in a calm, courteous and professional manner.

+ Apply critical thinking to quickly ascertain true nature of problems and clearly communicate resolutions in a non-technical manner.

+ Work well and support others in a team approach to problem solving as well as work independently when required.

+ Communicate effectively, both orally and in writing, with all organizational levels.

+ Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with constant interruptions.

+ Read, interpret, and apply information from technical manuals and other materials.

+ Exhibit initiative and self-direction when performing tasks.

+ Provide a high level of customer service at all times.

** Education/Previous Experience*
* + Bachelor's Degree from a four-year college or university, with one (1) to two (2) years of relevant experience in the financial field.

+ OR ~

+ Any equivalent combination of experience, education, and/or training.

** Licenses/Certifications*
* + SIE required provided that an exemption or grandfathering cannot be applied.

+ Obtain licensing required to come under the RJA and RJFSA registered investment advisor.