Mid-sized, busy financial planning and wealth management firm seeks a career-minded person to support our Lead Advisors and the Director of Investment Operations in providing service to 300+ client households.
The Paraplanner’s primary work is “behind the scenes”: review investment accounts and activity, proof financial plans, prepare notes for advisors’ reference during meetings, and recognize opportunities and flag challenges within client portfolios. At times the Paraplanner will work directly with clients by fielding routine questions, assisting with their 401k allocations, or meeting with them to explain account paperwork.
We value a positive attitude, integrity, and the contribution of every member of our team. The right Paraplanner candidate delivers thoroughness and detail in the nuts-and-bolts work our advisors rely on when advising clients, and wants to continue in this role with our growing firm for the long term.
We are a busy, female-owned and female-led firm that attracts kind, politically liberal clients, many of whom favor socially responsible investing. Our clients appreciate our integrity, responsiveness, and the personal relationships we create by looking at their financial lives holistically. Employees are given room and resources to grow, and enjoy generous benefits (medical/dental/vision insurance, paid holidays and sick days, 25 paid days off per year, and a 4% 401k match), a professional work environment, and a collegial atmosphere.