Fractional Paraplanner

2 months ago


honolulu, United States Claire Myers Consulting Full time

Our client is seeking a detail-oriented and experienced fractional Paraplanner to join our client in Honolulu. This part-time role is ideal for a skilled professional looking to contribute to a dynamic financial planning practice. The ideal candidate will have experience in financial planning, specifically working with e-Money and Asset-Map, and preferably hold a Series 7 license.



Key Responsibilities


  • Assist in creating and updating comprehensive financial plans using e-Money and Asset-Map.
  • Analyze clients' financial situations and provide data to support financial advisors in developing tailored recommendations.
  • Collaborate with advisors to ensure that client plans are accurate and aligned with their financial goals.
  • Prepare and review client-facing reports and documents.
  • Monitor clients’ portfolios and assist in the rebalancing process as needed.
  • Provide administrative support for client onboarding and maintenance of financial planning tools.
  • Maintain up-to-date knowledge of financial planning trends, tools, and best practices.


Qualifications


  • Previous experience as a paraplanner or in a similar role within the financial services industry.
  • Proficiency in e-Money and Asset-Map is required.
  • Series 7 license is preferred but not mandatory.
  • Strong analytical skills and attention to detail.
  • Excellent communication skills and the ability to work independently.
  • A commitment to confidentiality and ethical standards.


Benefits


  • Flexible working hours.
  • Opportunity to work with a respected financial advisory firm.
  • Competitive hourly compensation.


Compensation


  • $35 - $50 per hour (based on experience and qualifications)

  • Fractional Paraplanner

    4 months ago


    Honolulu, United States Claire Myers Consulting Full time

    Our client is seeking a detail-oriented and experienced fractional Paraplanner to join our client in Honolulu. This part-time role is ideal for a skilled professional looking to contribute to a dynamic financial planning practice. The ideal candidate will have experience in financial planning, specifically working with e-Money and Asset-Map, and preferably...

  • Fractional Paraplanner

    2 months ago


    Honolulu, United States Claire Myers Consulting Full time

    Our client is seeking a detail-oriented and experienced fractional Paraplanner to join our client in Honolulu. This part-time role is ideal for a skilled professional looking to contribute to a dynamic financial planning practice. The ideal candidate will have experience in financial planning, specifically working with e-Money and Asset-Map, and preferably...