Paraplanner
Core
Supports Financial Advisors by preparing financial plans, conducting planning and investment analysis, and coordinating implementation activities.
Role type
Paraplanner
Builds
Financial plans, investment recommendations, and client meeting materials
Domain
Wealth management / Financial planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning concepts, Investment products knowledge, Retirement planning strategies, Wealth management strategies, Microsoft Excel proficiency, Financial planning software experience, Data analysis, Client documentation management
Preferred skills
eMoney experience, Bachelor's degree
Responsibilities
Gather and maintain client financial information, Prepare retirement and insurance analyses, Assist in developing comprehensive financial plans, Prepare financial planning reports and presentations, Analyze client information to identify planning opportunities, Conduct research on planning strategies and investment products, Support implementation of approved recommendations, Attend client meetings and document follow-up items
Seniority
Mid-level, hands-on IC