What You’ll Do

The Paraplanner team supports Financial Advisors in preparing for client meetings, coordinating tasks with the service team, and ensuring all necessary documentation and follow-ups are completed. The role involves extensive use of financial planning software and various systems to equip the advisor team for client meetings.

We are seeking thorough and driven financial professionals to join our Wealth Advisory team. The ideal candidate will have experience in financial services, brokerage, banking, or a similar industry. This role offers a career path for advancement within the paraplanning role or progression to wealth advisor roles.

• Prepare client meeting materials.
• Utilize financial planning software to support the advisor team.
• Input client data and support the financial advisor team with comprehensive financial plans.
• Manage performance reporting software and asset allocation programs.
• Communicate effectively with advisors and service team.
• Demonstrate knowledge of equity and fixed-income markets.
• Generate monthly reports and assist with data analysis.
• Utilize Microsoft Office Suite
• Research financial products and assist in financial calculations as needed.

What You’ll Bring

• Bachelor’s degree in business, finance, financial planning, or a relevant field
• 1+ years of industry experience
• Recent graduates in financial planning fields are encouraged to apply
• Takes initiative and prides themselves on precision and reliability
• Excellent at conveying ideas clearly, both in writing and speaking
• Experienced with financial planning tools and proficient in Microsoft Office
• Well-versed in equity and fixed-income markets
• Works well with a team to achieve common goals
• Highly organized with a keen eye for detail

AN EQUAL OPPORTUNITY EMPLOYER: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.