Paraplanner

$470MM AUM, VIRTUAL RIA
Our client is a premier financial planning firm that operates virtually out of Tennessee. They are a fully remote financial planning firm servicing pre-retirees and retirees. 90%+ of their clients are nearing or in retirement which allows them to further specialize with great advice while scaling at the same time. This is a great opportunity to be mentored and learn the full scope of the financial planning business.

WHAT YOU WILL GET TO DO
Assist with client onboarding, including input into financial planning software. Create and deliver financial plans to clients. Participate in account management and rebalancing. Manage pre-meeting and post-meeting tasks and workflows. Participate in client meetings and grow relationships with clients. Monitor client tasks and workflows to ensure tasks are completed. Participate in strategic planning meetings for the firm. Ad hoc tasks as needed to facilitate day to day operations.

 QUALIFICATIONS 
Bachelor’s degree from an accredited university; major in financial planning, business administration, economics or related field preferred. At least 2 years of experience preparing financial plans.  Completion of CFP ® education and intention to obtain CFP® Designation. FINRA Series 7,65, or 66 licensing. Excellent written and verbal communication skills. Strong interpersonal skills. Team player. Working knowledge of RightCapital or cashflow planning based program preferred.  Must be located in the Central Time Zone.

THE PERKS 
Starting base salary range of $90k+ based on experience, plus bonus opportunities. Health, Dental and Vision insurance. 401k with Safe Harbor match plus potential discretionary match. PTO. Career path flexibility.