Paraplanner - Financial Services
3 weeks ago
A growing Kansas City Wealth Management firm is adding a para planner to their staff.
The Paraplanner role makes a significant contribution to an advisory practice by providing comprehensive technical support for the financial planning process. It leverages an advisor’s time by providing research and accurate data for financial plans and reviews. Responsibilities defined below vary from individual to individual and how the advisor chooses to rely on the paraplanner.
Responsibilities
Technology Support
- Provides technology expertise to the advisor, assuring that the use of technology for the advisor’s practice is optimized.
- Serves as the technology “go-to” person for the team.
- Performs research as needed.
- Produces investment reviews supported by the investment director.
Financial Plan Manufacture
- Leads the financial plan manufacture process between the practice and Planning Department resources.
- Analyzes data and crafts solutions, interfacing with the team and the Planning Department.
- Produces financial plan draft and final program.
Client Meetings Preparation
- Prepares advisor(s) for meetings by having all forms, required data, presentations, plans, and programs assembled and organized.
- Participates in client meetings as appropriate.
Client Interaction
- Processes financial planning advisory fees, insurance, and wealth management paperwork. Facilitates DocuSign collection of completed forms.
- Acts as liaison to our Third-Party Asset Managers and Investment Banking counterparties, as well as our clients’ CFO’s, attorneys, and CPAs.
Education
· Bachelor's degree preferred. Graduate from business school preferred or equivalent work experience.
· A minimum of three years of operational experience in the Financial Services industry is required.
· Prefer Series 7 registered and insurance licensed; CFP® or in progress.
Skills
- Must be a “self-starter” able to work remotely without direct supervision.
- Knowledge of business-related technology tools such as Morningstar, Redtail, eMoney.
- Strong PC skills (word processing, spreadsheets, database management) and advanced knowledge of Microsoft Office software.
- Exceptional interpersonal, oral, and written communication skills;
- Strong research, analytical, planning, and organizational skills.
- Excellent time management skills.
· A Paraplanner must be instrumental in creating a positive work environment.
Company DescriptionSynergy Search Group and Staffing Services are committed to excellence in quality recruiting and reliable service to our candidates and the clients we serve. Our candidates enjoy the unique experience of working with seasoned professionals to assist them in determining their career direction and personal growth opportunities. We have a combined over 100 years of recruiting experience in the Kansas City marketplaceBased on your preferences, we will identify and present you with the positions that accurately reflect your chosen career path, while keeping all of your information strictly confidential. We will discuss opportunities in detail with you, respect your choices and ask your permission to proceed with a client presentation of your background and experience. We will also brief and prepare you for all client meetings. Following the interview, we will provide you with feedback in a timely manner.
Our goal is to assist you in finding that perfect fit based on your skills and experience, so we may present you with the right career opportunity.Company DescriptionSynergy Search Group and Staffing Services are committed to excellence in quality recruiting and reliable service to our candidates and the clients we serve. Our candidates enjoy the unique experience of working with seasoned professionals to assist them in determining their career direction and personal growth opportunities. We have a combined over 100 years of recruiting experience in the Kansas City marketplace\r
\r
Based on your preferences, we will identify and present you with the positions that accurately reflect your chosen career path, while keeping all of your information strictly confidential. We will discuss opportunities in detail with you, respect your choices and ask your permission to proceed with a client presentation of your background and experience. We will also brief and prepare you for all client meetings. Following the interview, we will provide you with feedback in a timely manner.\r
\r
Our goal is to assist you in finding that perfect fit based on your skills and experience, so we may present you with the right career opportunity.
-
Kansas City, United States Raymond James Financial Services Full timeDescription Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
Financial Services Operations Supervisor
1 day ago
Kansas City, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
-
Financial Services Operations Supervisor
7 hours ago
Kansas City, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
-
Financial Services Operations Supervisor
2 days ago
Kansas City, United States SS&C Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
-
Kansas City, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Voya Financial Ellicot City Financial Advisor
3 weeks ago
Ellicott City, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Ellicot City Financial Advisor — 403(b)/457(b) Retirement ProfessionalVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor...
-
Administrative Assistant
3 weeks ago
Sun City West, United States Raymond James Financial Full timeJob DescriptionJob DescriptionPOSITION OVERVIEWAdministrative/Receptionist position that assists the Sr Branch Sales Assistant.Varied responsibilities. REQUIRMENTSMinimum of 5 years Customer ServiceFinancial Services experience is a plusWorking knowledge of Microsoft Word, Excel, Internet and EmailAbility to type 35 wpm or moreAbility to prioritize...
-
National or Regional Account Manager
6 days ago
Kansas City, United States SLS Financial Services Full timeJob DescriptionJob DescriptionEquipment Finance – National or Regional Account ManagementCompany OverviewSLS Financial is a National Commercial lender with a forward-thinking, technology-driven and customer-centric approach, powered by a dynamic team of professionals who love what we do!Position SummaryWe're seeking qualified candidates for our...
-
Financial Advisor
4 weeks ago
Sioux City, United States Insight Financial Planning Full timeJob DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...
-
Ellicott City, United States Voya Financial Advisors Inc Full timeVoya Financial Ellicot City Financial Advisor - 403(b)/457(b) Retirement Professional Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor relationships. This position...
-
Certified Financial Planner
2 weeks ago
Kansas City, United States Chief of Staff KC Full timeThis position requires a Certified Financial Planner (CFP) designation, a background in Registered Investment Advisor (RIA) firms, and a minimum of 3 years of relevant experience.Responsibilities:Financial Planning: Develop and implement customized financial plans for high-net-worth individuals and families, taking into account their unique goals, risk...
-
Certified Financial Planner
3 weeks ago
Kansas City, United States Chief of Staff KC Full timeThis position requires a Certified Financial Planner (CFP) designation, a background in Registered Investment Advisor (RIA) firms, and a minimum of 3 years of relevant experience.Responsibilities:Financial Planning: Develop and implement customized financial plans for high-net-worth individuals and families, taking into account their unique goals, risk...
-
Financial Controller
3 weeks ago
Kansas City, United States Global Earthworks and Underground Full timeAbout Us: Global Earthworks & Underground is a leading firm in the heavy civil construction industry, and was formed from the long-standing relationship between Joe Rodriquez and the team at Clarkson Construction Company. Our portfolio spans site utilities, mass excavation and paving services across the Kansas City region and beyond.Global is proud to be a...
-
Financial Controller
4 weeks ago
Kansas City, United States Global Earthworks & Underground, LLC Full timeJob DescriptionJob DescriptionAbout Us:Global Earthworks & Underground is a leading firm in the heavy civil construction industry, and was formed from the long-standing relationship between Joe Rodriquez and the team at Clarkson Construction Company. Our portfolio spans site utilities, mass excavation and paving services across the Kansas City region and...
-
Sr. Financial Analyst
6 days ago
Kansas City, United States Optiv Full timeAct as a dedicated finance business partner to our Services organization. Ad-hoc analytical projects to support profitability, efficiency, resource utilization and services growth. Variance analysis, research, and reporting Conduct performance analys Financial Analyst, Financial, Analyst, Business Partner, Technology
-
Patient Financial Advisor
3 weeks ago
Kansas City, United States The University of Kansas Health System Full timePosition Summary / Career Interest:The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/ Medicare and other sources available based on need. Follows the enterprise financial...
-
Tax Senior Manager
3 weeks ago
Kansas City, United States FORVIS Full timeDescription & Requirements As a Tax Senior Manager at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and...
-
Financial Reporting Accountant
4 weeks ago
Kansas City, United States Forrest T. Jones & Company Full timeForrest T. Jones & Company, Inc., and its affiliates ("FTJ"), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets. Position Summary The...
-
Senior Financial Planner
3 weeks ago
Oklahoma City, United States Insight Financial Strategists LLC Full timeWe are a fee-only boutique wealth management firm in Newton, MA, deeply rooted in fiduciary principles. Our mission is to guide clients with clarity, foresight, and precision on their financial journeys. We are dedicated to providing clients with personalized strategies to help them solve complex situations, including retirement planning and divorce...
-
Financial Professional
4 weeks ago
Oklahoma City, United States Bluecrest Financial Allinaces Full timeJob DescriptionJob DescriptionMake an impact - starting with your own life.This is a career move that could redefine everythingYou know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be...