Paraplanner
About the role
This client-dedicated advisory firm is bringing in an experienced Paraplanner to provide comprehensive support to advisors and to own the following accountabilities:
- Provide elite service and communication to clients
- Support the advisor in client meetings and process implementation
- Data maintenance in software solutions
- Action item follow-ups and meeting notes
- Problem Identification and Found Money updates
- Insurance applications
- Salesforce opportunity follow-through
The team is driven to be the best for clients and each other, holding high expectations while respecting work-life balance. The ideal candidate will exhibit high standards, excellent communication skills, take initiative, prioritize daily tasks, follow internal protocols without exception, and be highly adaptable. A strong ability to take charge and meet deadlines is essential for success in this multifaceted RIA.
Requirements
- Bachelor's degree or equivalent experience is desired
- 3 years of Financial Advisory/Support experience required
- Strong interpersonal, customer service, and communication skills
- Ability to multitask
- Experience with eMoney, Salesforce, Excel, and EOS are definite pluses
- Ability to learn quickly and grow within the firm
- Desire to learn and grow within the role, including completing certifications and licenses
Benefits
- Competitive salary plus bonus based on team and individual performance
- 401(k) with Roth option and company match
- Health insurance reimbursement
- Flexible PTO policies
- And more!
About Invst
As an independent Registered Investment Advisory (RIA) firm, Invst helps clients reach their full financial potential—to get closer to the life they want to live. Our job is to educate, guide, and counsel them toward that end.
Our culture is unique—friendly, supportive, inclusive, and growth-focused. If you are driven, energetic, and want to make a difference with your career (and your life), this may be the place for you.
Our core values are “Personal Integrity, Always Growing, Batteries Included, Always Got Your Back, Abundance, and WITWOWWOW (Whatever It Takes With Out Whining While Only Winning).”