As a Paraplanner in High-Net-Worth Services, you will support financial advisors by developing advanced financial plans and strategies. This role involves collaborating with experts and using tools like eMoney to create detailed financial plans for high-net-worth clients.
Responsibilities
- Gather and input client data into financial planning software (eMoney).
- Analyze financial data to create comprehensive plans covering lifestyle maintenance, estate planning, philanthropic planning, asset management, and risk mitigation.
- Articulate planning recommendations to advisors and clients.
- Research and respond to ad-hoc financial planning questions.
- Stay updated on financial planning developments and tax law changes.
Requirements
- Bachelor’s degree.
- 5+ years in financial services or planning.
- CFP® designation.
- Experience with eMoney Advisor.
Job Type: Full-time
Pay: Up to $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Weekly schedule:
Work setting:
Education:
Experience:
- services or planning: 4 years (Required)
- eMoney Advisor: 1 year (Required)
License/Certification:
- CFP Designation (Required)
Work Location: In person