Financial Planner - Remote

Overview

The Financial Planner will support advisors in financial plan design and analysis, helping to provide superior personal financial advice to clients.

In Short

• Support financial advisors with planning needs.
• Assist in the development and presentation of financial plans.
• Build relationships with advisors to enhance client satisfaction.
• Stay updated on financial planning trends and concepts.
• Collaborate with team members during planning processes.
• Identify opportunities for additional services for advisors.
• Engage with advisors throughout their relationship with Paraplanning Services.
• Maintain knowledge of comprehensive advice offerings.
• Demonstrate strong organizational and communication skills.
• Utilize financial planning software effectively.

Requirements

• Bachelor's Degree in Business, Finance, or equivalent.
• CFP® certification or equivalent experience required.
• 5+ years in financial services, with 3+ years in comprehensive financial planning.
• Strong understanding of personal financial planning.
• Proficiency in Microsoft Office and financial planning software.
• Excellent communication and organizational skills.
• Ability to manage multiple tasks effectively.
• Strong interpersonal and collaboration skills.

Benefits

• 401K matching.
• Health benefits.
• Employee stock options.
• Paid time off.
• Volunteer time off.
• Competitive total rewards package.
• Supportive and innovative work environment.
• Opportunities for career growth.
• Commitment to workplace equality.
• Community-focused initiatives.