Paraplanner

Our client is a rapidly growing boutique wealth management firm focusing on retirement services. They are seeking a Paraplanner to join their team. If you are looking for a role with a clear growth path to becoming a lead advisor, this is a great opportunity.

Responsibilities:

• Develop and create financial plans.
• Perform tasks such as preparing financial documents, entering client data into CRM, and completing meeting preparation and follow-up.
• Attend client meetings and take notes.
• Communicate with clients as needed and respond to client questions or concerns.
• Become proficient with financial planning software and CRM.
• Work closely with the lead advisor to create consistent processes and procedures.

Qualifications:

• Bachelors degree.
• CFP Candidate or CFP preferred.
• Experience using eMoney is a plus.
• 1-3 years of financial planning experience.
• Growth and team-oriented.
• Desire to come into the office.

Base salary plus bonus position. Base salary range $65k-$80k+, commensurate with experience and Full benefits package.