Financial Paraplanner

Job Description:

Delibert Employment Solutions is recruiting a dedicated and detail-oriented Financial Paraplanner to join the team of our trusted client partner. This role is integral to supporting our senior advisors by preparing for client meetings, executing follow-up tasks, and conducting financial research. The Financial Paraplanner will have the opportunity to grow within the firm, potentially advancing to roles such as Certified Financial Planner, Senior Advisor, and even Equity Partner.

Key Responsibilities:

• Client Meeting Preparation:
  • Prepare files and necessary documentation for client meetings.
  • Conduct follow-up tasks post-meetings to ensure client needs are met and promises are delivered.
• Financial Planning:
  • Input client information into financial planning programs.
  • Draft initial versions of financial plans for senior advisors to review and finalize.
• Client Interaction:
  • Meet with clients to complete applications and necessary paperwork.
  • Provide service and support to clients with modest portfolios and less complex planning needs.
• Research and Analysis:
  • Conduct investment and financial planning research.
  • Utilize various financial tools and applications to support planning and analysis.

Applications Utilized:

• eMoney
• Redtail
• NASDAQ Dorsey Wright database
• YCharts
• Holistiplan
• Riskalyze

Qualifications:

• Licenses:
  • Series 7 and 65 or 66 licenses are required.
• Experience:
  • Minimum of three years of experience in the financial services industry.
• Skills:
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Proficiency in the use of financial planning software and tools.

Opportunity and Benefits:

• Competitive Salary:
  • Reflective of experience and qualifications.
• Incentive Bonus:
  • Based on performance and contributions to the firm.
• Health Insurance:
  • Comprehensive coverage options.
• Retirement Plan:
  • 401(k) or similar retirement plan with company match.
• Paid Holidays:
  • Generous paid holiday schedule.

Career Growth:

• This role provides a clear pathway for professional growth. As you develop your skills and expertise, there is potential to advance to positions such as Certified Financial Planner, Senior Advisor, and even Equity Partner within the firm.

Application Process:

Interested candidates are invited to submit their resume and a cover letter to teresa@delibertemployment.com detailing their qualifications and experience. We look forward to reviewing your application and exploring how you can contribute to our firm's success.