Paraplanner

3 weeks ago

Newport Beach, United States Spinnaker Investment Group Full time
Job DescriptionJob Description

Assist financial advisors and clients in the preparation and development of comprehensive financial deliverables by analyzing client data, identifying areas of risk or strength in relation to a client's needs and goals, and updating preliminary planning documents as requested or required.

Proficient in financial planning software and tools, such as Envestnet Tamarac and MoneyGuide, as well as standard office software (Microsoft Suite).

This role requires a self-starter with exceptional attention to detail and organizational skills, excellent analytical and mathematical skills, strong written and verbal communication abilities, a strong passion for financial planning, a professional demeanor, and excellent written and verbal skills.

Charles Schwab and Salesforce experience helpful.

CFP designation is preferred and FINRA background check mandatory.

 

 

 

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