As a Paraplanner specializing in High-Net-Worth Services, your primary responsibility is to support financial advisors by developing advanced financial plans and strategies. This role involves collaborating with experts and utilizing tools like eMoney to create detailed financial plans tailored specifically for high-net-worth clients.
Responsibilities:
- Input client data into financial planning software (eMoney).
- Analyze financial data to create detailed plans covering lifestyle maintenance, estate planning, philanthropic planning, asset management, and risk mitigation.
- Clearly communicate planning recommendations to advisors and clients.
- Research and address ad-hoc financial planning inquiries.
- Stay informed about financial planning developments and changes in tax laws.
Requirements:
- Bachelor’s degree.
- Minimum of 5 years of experience in financial services or planning.
- CFP® designation.
- Proficiency in 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
Work setting:
Education:
Experience:
- services or planning: 4 years (Required)
- eMoney Advisor: 1 year (Required)
License/Certification:
- CFP Designation (Required)
Work Location: In person