Paraplanner

Position: Paraplanner

Location: 286 Boston Post Road, Wayland, MA 01778

About Boston Wealth Management:
Boston Wealth Management brings over two decades of experience in providing personalized comprehensive investment and fiduciary services. Our dedication to exceptional service, client education, and industry excellence distinguishes us in the financial advisory landscape. We are committed to helping individuals, families, businesses, and nonprofits achieve financial stability and independence.

Why Work Here:
- Opportunity for Growth: Join a dynamic team where your skills and contributions are valued. Boston Wealth Management provides opportunities for professional development and career advancement.
 
- Positive Work Environment: Be part of a supportive and collaborative work environment where teamwork and mutual respect are fundamental values. We believe in fostering a culture of inclusivity and diversity.

- Meaningful Work: Make a difference in the lives of our clients by helping them achieve their financial goals and secure their future. At Boston Wealth Management, you'll be part of a team that is dedicated to client success.

- Competitive Compensation: We offer competitive salaries and benefits packages, including health insurance, retirement plans, and opportunities for bonuses and incentives.

Position Summary:
The Paraplanner plays a vital role in supporting the Financial Planning Director, Managing Director, and clients of the firm. This position involves preparing Advisors for client meetings by updating financial plans, ensuring necessary documents are ready, and addressing outstanding agenda items. The Paraplanner collaborates with other Boston Wealth Management staff associates to ensure clients' needs are met efficiently.

Requirements & Applicable Experience:
- Bachelor’s Degree in a related field; Financial Paraplanner Qualified Professional (FPQP) certification is a plus
- 1-5 years of experience in the financial services industry
- 1-5 years of financial planning experience
- General knowledge of investments, investment strategies, and financial planning concepts
- Exposure to Financial Planning Software (NaviPlan a Plus) and CRM systems
- Analytical thinking skills and ability to assess a client’s needs
- Effective communication abilities, including writing, speaking, and active listening
- Strong time-management and organization skills, with the ability to work independently
- Series 63, 65, 6, or 7 licenses preferred

Primary Responsibilities:
- Organize and enter data into the financial planning system or customized spreadsheets.
- Proof data and reports to ensure accuracy.
- Update, print, and summarize financial plans, supporting investment performance analysis, and customize documents for client review meetings.
- Coordinate data gathering from clients, attorneys, accountants, and other professionals.
- Coordinate preparation of client review meetings.
- Assist in meeting scheduling and coordination.
- Account Openings/Applications.

Secondary Responsibilities:
- Support our 401(k) business, including distribution of various participant notices, updating of participant contact information, and preparation of our annual compliance and fiduciary services summary “Green Book” for distribution.
- Provide backup support for the Client Service Associate position, including scheduling and organizing client meetings, check processing, and other miscellaneous administrative tasks.

Compensation & Benefits:
The Paraplanner’s salary is commensurate with experience and will be consistent with industry salary surveys within our competitive marketplace. Boston Wealth Management provides a company 401k plan with employer contributions and paid time off.