Paraplanner

About the role

This position builds GPM plans for Financial Advisors under limited supervision. It involves analyzing financial data, constructing comprehensive financial plans, and staying updated on tax law changes and financial planning developments.

Responsibilities

• Analyze financial data to construct comprehensive financial plans.
• Build GPM plans on behalf of Financial Advisors.
• Enter client data into financial planning software MoneyGuidePro (GPM).
• Demonstrate an understanding of personal and business financial planning concepts.
• Respond to Financial Advisor questions by telephone, email, and occasional personal visits.
• Resolve or recommend solutions to complex problems.
• Provide superior client service through accuracy, timeliness, and consistency.

Requirements

• Bachelor’s Degree from a four-year college or university, with 1-2 years of relevant experience in the financial field.
• Knowledge of personal financial planning concepts.
• Familiarity with financial planning software including MoneyGuidePro (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.
• Knowledge of Microsoft Office applications.
• 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.

Qualifications

• SIE required, with an exemption or grandfathering not applicable.
• Obtain licensing required to come under the RJA and RJFSA registered investment advisor.

Skills

• 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.
• Providing comprehensive and objective analysis.
• Organization and attention to detail sufficient to prioritize multiple tasks.
• Establishing and maintaining effective working relationships.
• Communicating effectively, both orally and in writing.
• Reading, interpreting, and applying information from technical manuals and other materials.
• Exhibiting initiative and self-direction.
• Providing a high level of customer service at all times.

Benefits

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retail savings plan.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Pay

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Schedule

The position is hybrid, allowing for a mix of remote and in-office work.