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Financial Para-Planner

4 months ago

Cleveland, United States Peak Wealth Solutions Full time

Peak Wealth Solutions is seeking a Financial Para-Planner to join our growing team and support our existing Advisors and clients.


Responsibilities

·        Strategize on wealth management techniques and client deliverables

·        Create client deliverables for more impactful client meetings

·        Provide review of net worth statements, cash flow reports, etc.

·        Prepare financial plans for Lead Advisor to deliver to clients

·        Prepare and customize Investment Policy Statements

·        Work with clients to integrate them into data aggregation software

·        Understand investment strategies and execute portfolio trades and account rebalancing

·        Other projects and responsibilities as assigned by the firm Principals


Qualifications

·        Strong knowledge of wealth management/financial planning practices

·        Demonstrated understanding of financial statements, accounting and tax issues

·        Ability to execute and coordinate the completion of projects

·        Strong analytical skills and detail oriented

·        Ability to analyze a variety of issues, synthesize complex information and problem solve

·        Excellent verbal and written communication skills are required

·        Strong client service abilities and ability to interact with clients

·        Collaborate well with other team members

·  2 years of industry experience preferred


About Peak Wealth Solutions

Peak Wealth Solutions is a comprehensive wealth management and financial planning firm helping individuals and families plan for and achieve their ideal vision for the future. As a Registered Investment Advisor, our fiduciary standard of care ensures we always make recommendations that are in our clients’ best interest. We implement sound investment strategies to help obtain long term goals and ensure all areas of our clients financial affairs are addressed including tax planning, estate planning and risk management. In addition, we advise corporate and non-profit organizations on strategies for successful qualified retirement plans for their employees.