Paraplanner – Regional
Core
Support financial advisors in creating financial plans, conducting investment research, and preparing client reports.
Role type
Paraplanner
Builds
Financial plans and investment strategies for clients
Domain
Financial planning and wealth management
Required skills
Financial planning concepts, investment product knowledge, data analysis, report preparation, regulatory compliance, client record management
Preferred skills
Collaborative work style, attention to detail, organizational skills
Technologies
Financial planning software, investment research platforms
Responsibilities
Assist advisors in creating financial plans, conduct research on investment products, prepare client reports, analyze client financial data, maintain client records, ensure regulatory compliance
Seniority
Mid-level, hands-on IC