This is a professional position directly supporting 2 Financial Advisors/ Relationship Managers in servicing existing and potential clients; immediate scope of responsibility would be less than 100 client households. You will be expected to perform various tasks related to the whole client experience including portfolio reviews and preparing financial projections using eMoney financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.
Initial Key Areas of Responsibilities:
Preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis
Ability to critically analyze financial reports and offer insight during review meeting prep with advisor
All aspects of pre-client meeting activities such as preparation of meeting agendas, managing client paperwork task assignments to staff, asset allocations as well as post-client meeting tasks such as logging meeting notes to CRM, assign tasks for follow-up paperwork to staff, perform financial situation analyses, and coordinate planning implementation with outside professionals, if necessary
Continuously monitor clients’ financial situations with detail and accuracy
Willingness to assume full responsibility for the client experience and establish a rapport with clients while providing good communication via email, in person and over the phone
Ability to achieve agreed outcomes without supervision and effectively manage regular changing of priorities
Minimum of 5 years financial planning experience
College degree preferred; preferably in financial planning, business, finance, economics, etc
Registered Paraplanner (RP®) or CFP® certification a plus
Prior experience with estate planning and/or taxes a plus
Series 65 or attainment within 90 days after joining firm
Strong financial and analytical skills
Exceptional verbal and written communication skills
Strong persuasive and interpersonal skills
Experienced in understanding investment and financial planning strategies for high net worth clients
Ability to identify, meet and follow through with client needs and requirements in a service oriented manner
Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
Organized, with a strong attention to detail
Able to perform multiple tasks efficiently
Show confidence, yet in a humble manner, when dealing with clients, firm Financial Advisors and staff
Superior knowledge of Microsoft Excel, Word and PowerPoint; experience with eMoney, Salesforce CRM, Orion, and/or Advisory World are a plus.
Additional Salary Information: Competitive salary with discretionary bonuses related to firm production and the client experience. Company provided disability and life insurance. No health insurance. 401k plan with matching. Paid licensing dues. Flexible hours, paid vacation time, work/life balance.
Gallacher Capital Management, LLC is an independent wealth management firm in Lone Tree, CO seeking an experienced Paraplanner to join our firm. The ideal candidate will have at least 5 years of financial planning experience with no desire to be a producer, but wants to be involved with making a direct impact on clients’ lives. Candidates that fit into our firm and culture will desire to be in a g...rowing wealth management RIA environment, have a true passion for financial planning as their career calling, and are committed to a fulfilling work/life balance. We specialize in wealth management using a customized approach for high net worth individuals, corporate executives, medical practitioners, and small business owners. We are currently seeking a dedicated team player who is eager to learn and contribute to our company. Our Paraplanner position requires a bright, intuitive, hardworking, goal-oriented, self-motivated, passionate, personable, and professional individual.