Virtual Financial Paraplanner

About the role

We are a growing comprehensive financial planning practice with a dedicated focus on client service, and providing a high level of meaningful value to the clients we serve. We are systems driven to improve efficiency, ability to work together, and the service and experience our clients receive. We prefer to keep things as light as possible, but also look to hire folks committed to assisting in the execution of the short and long-term goals of the business. We work as a team, and everyone’s role is critical.

Responsibilities

• Collecting, reviewing, and reconciling all client data and documents requested for purposes of developing a financial plan
• Reviewing all data request questionnaires for completion
• Data input into eMoney or the equivalent financial planning software
• Uploading all tax documents into tax return software
• Adding all stress testing to the financial planning software
• Creating all alternative scenarios based on recommendations, plan deficiencies, etc. in the financial planning software
• Running income tax summary reports and income tax projections in tax planning software
• Analyzing client cash flow, cash flow projections, and identifying plan deficiencies including those identified through cash flow projection stress testing
• Assisting with the generation of all financial planning recommendations
• Direct communication with clients regarding outstanding data, documents, and information needed
• Financial planning analysis report generation
• Serving as a liaison between clients and the planning team during client meetings

Requirements

• 3-5+ years of experience working in wealth management/financial planning
• CFP or educational component completed and pursuing the final exam
• Good Communication Skills both written and in all modes of verbal communication
• Proficient and comfortable with Microsoft excel, word, and financial planning software
• Digital tools and technology – ability to adapt to and learn new technologies
• Self-starter – ability and resourcefulness to drive projects and tasks

Qualifications

• Financial and Tax Planning Experience for businesses and individuals is a strong plus
• eMoney and Holistiplan or other comparable software experience
• Financial plan creation and analysis experience
• Previous experience working within a fee based RIA environment

Skills

• Very organized and detail oriented
• Good time management skills
• Ability to problem solve
• Self-starter with ability to oversee tasks to completion
• Ability to learn new systems and processes
• Ability to analyze and interpret data
• Ability to identify financial plan deficiencies and generate recommendations to address plan deficiencies
• Resourceful
• Must be proficient with Microsoft Office – word, excel, powerpoint, outlook
• Proficient with financial planning software
• Well-spoken
• Ability to work well on a team
• Ability to manage multiple projects through to completion

Benefits

• Entirely remote
• Starting hourly rate $45-$50/hour, open to negotiation depending on hours, skill set, and experience

Pay

1099 contract work with flexible hours (open to W-2 salary discussion)

Schedule

Flexible hours