This listing was posted on BarefootStudent.
Paraplanner
Location:
New Brighton, MN
Description:
Overview We are a comprehensive financial planning and tax firm located in New Brighton, MN. We are searching for a knowledgeable and client-focused paraplanner to join our team. The paraplanner will assist the lead planners with day-to-day tasks involving clients' financial plans, situations, and needs. If you are looking for an opportunity with a rapidly growing boutique firm, this is the role for you. Responsibilities Supporting the lead advisor with ongoing needs. Meeting preparation, assisting during client meetings, client follow-up, summarizing notes, emails, phone calls, and financial data. Managing meeting schedules for lead advisor and clients. Completing data entry into CRM and Financial Planning software. Assist in assessing clients' financial situations, understand their needs, and develop tailored financial strategies. Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims. Place trades or rebalance client investment accounts Advise on financial products and services, ensuring the best options are chosen for individual client needs. Continuously monitor financial market trends and products to provide current and suitable advice. Work closely with other financial professionals in the firm to deliver comprehensive financial solutions. Assist clients in establishing retirement goals and develop strategies to ensure clients have the financial means to retire comfortably. Advise on tax-efficient strategies, considering current tax laws and potential tax implications of various financial decisions. Help clients structure their estates to address current and future needs while minimizing tax liabilities. Provide advice on managing and paying down debts, refinancing, and leveraging credit wisely. Regularly review and adjust financial plans based on changes in clients' circumstances, economic conditions, or financial goals. Be open to establishing relationships with other professionals, like lawyers or accountants, to provide a holistic service to clients. Ensure all client communications, recommendations, and actions are compliant with industry regulations and company policies. Stay updated with the latest financial planning techniques, tools, and certifications to provide top-tier advice and maintain professional credibility. Maintain thorough and accurate records of all client interactions, recommendations, and transactions. Qualifications CFP® or candidate for CFP® is preferred, other experience in financial planning also considered At least 1-3 years of experience in the financial planning profession Bachelor's degree required; Financial Planning or Finance emphasis preferred Growth mindset and ambition to excel in financial planning Ability to multi-task and complete tasks in a timely manner Experience with eMoney, Redtail, Excel, Ycharts is a plus Coachable and willing to be flexible and proactive Benefits Competitive compensation based on experience Paid time off 401k with safe harbor match Health insurance Bonus opportunity
Posted:
May 20 on BarefootStudent
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to BarefootStudent
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Paraplanner
Paraplanner is a Jobs Paraplanner Job located in New Brighton MN. Find other listings like Paraplanner by searching Oodle for Jobs Paraplanner Jobs.
Paraplanner is a Jobs Paraplanner Job located in New Brighton MN. Find other listings like Paraplanner by searching Oodle for Jobs Paraplanner Jobs.