Careers: Sr. Paraplanner/Jr. Advisor

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Job Summary

The Paraplanner/Jr. Advisor is a full-time position, located in Scottsdale, Arizona, Monday through Friday, 8:00 am to 5:00 pm. The position provides financial planning support for the senior financial advisors as well as has direct client contact responsibilities to ensure client retention and satisfaction throughout the financial planning lifecycle. We are looking for people with a passion for helping clients.

Qualifications:

Required

  1. At least three (3) years’ experience in financial planning field

  2. Must be computer literate (Windows, Microsoft Office)

  3. Ability to work well independently and as part of a team

  4. Understanding the Financial Planning process

Preferred

  1. Bachelor’s degree

  2. CFP® designation

  3. Experience with Orion, Salesforce, eMoney, and TD Ameritrade/Schwab software systems

Knowledge, Skills and Abilities:

  1. Communicate effectively, operate standard office equipment, and follow oral and written instructions

  2. Proficient writing, analytical and problem solving skills

  3. Manage interruptions, able to multitask, and work with varying personalities

  4. Prioritize and plan own workload

  5. Detailed and accurate

  6. Excellent interpersonal skills, both written and verbal

Duties and Responsibilities:

  1. Building strong, personal relationships with our clients

  2. Proactive outbound calls to existing clients, identifying opportunities through needs based analysis and positioning appropriate solutions

  3. Delivering unparalleled value and outstanding service

  4. Maintain confidentiality in all aspects of client, firm and staff information

  5. Attending client meetings with Sr. Advisors as required.

  6. Supporting the Sr. Advisors in research and analysis to meet Client needs and objectives

  7. Supporting the Sr. Advisors in preparing Client financial plans

  8. Developing and maintaining internal relationships to help maintain business flow and meet agreed targets

  9. Managing the presentation of technical data to the Sr. Advisors

  10. Promoting the profile of the business within the profession and wider communities

  11. Continuous professional development to meet regulatory requirements and personal development needs

  12. Ensuring that any business conducted is done in a responsible and compliant manner, meeting all regulatory requirements, both internally and externally.

 

Salary is commensurate with experience.

Relocation is not offered at this time.

Benefits include 401(k) and company match, profit sharing, bonus, health insurance and vacation time.

Please submit your resume and cover letter via e-mail by clicking on the below button and attaching your resume and cover letter.

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