Our client is a fee-only firm approaching $1 BB in AUM. They are seeking a paraplanner to join their team.

Responsibilities:

• Develop and create financial plans.
• Perform tasks such as preparing financial documents, entering client data into CRM, and completing meeting preparation and follow-up.
• Attend client meetings and take notes.
• Communicate with clients as needed and respond to client questions or concerns.
• Become proficient with financial planning software and CRM.
• Work closely with lead advisor to create consistent processes and procedures.

Qualifications:

• Bachelors degree.
• CFP preferred.
• Experience using eMoney.
• 1-3 years of financial planning or paraplanner experience.
• Growth and team-oriented.
• Desire to come into the office.

Base salary plus bonus position. The base salary range is $80k-$90k+, commensurate with experience, plus benefits.