Paraplanner

2 months ago

columbus, United States GGM Financial, LLC Full time

Job Description- Paraplanner


About the Role

We are seeking a detail-oriented and proactive Paraplanner to join our dynamic team for this in office position. In this role, you will provide crucial technical support to our financial advisors, manage client relationships, and contribute to the development of comprehensive financial plans.


Principal responsibilities

·   Prepare for client meetings

·   Attend and take notes in client meetings

·   Review statements and questionnaires provided by clients

·   Input updated values into appropriate planning software and apply applicable strategies for specific client needs

·   Complete necessary paperwork for account openings and money movements

·   Interview clients about their attitudes, financial constraints, and goals

·   Create follow up correspondence for advisors after meetings

·   Build client relationships with guidance of Lead Advisor

·   Help onboard new clients

·   Be able to help a Lead Advisor with building financial plans and tax planning strategies

·   Organize data and complete open tasks

·   Identify problem areas and summarize for the advisor

·   Calculate projections and tax strategies  

·   Maintain up-to-date information on model portfolio performance

·   Regular discussions and calls with GGM’s CIO regarding financial markets & GGM Models

·   Collaborate with Client Service Associates on routine client requests and service

·   Read trade journals, books, and other publications

·   Train and mentor interns


Service clients

·   Answer client phone calls and related client questions (e.g. online access and basic questions)

·    Respond to client questions and concerns promptly

·    Schedule and plan client meetings using CRM system

·   Able to call third party providers to answer client questions

·    Assist advisor in transitioning new client assets


Required knowledge/skills/competencies

·   Bachelor’s degree in Business, Finance, Economics, or related field

·   CFP® (Certified Financial Planner) certification (Preferred) or progress towards certification

·   2-5 years of experience in the financial services industry

·   Experience with CRM systems and financial planning tools such as eMoney Advisor

·   Excellent attention to detail, organizational and multitasking skills

·   Strong written and verbal communication abilities

·   Good understanding of financial planning concepts and terminology

·    Knowledge of mutual fund, ETF, stock, bond, insurance, and annuity products

·    Basic knowledge of GGM investment models, philosophy, benchmarks and strategies

·   Proficiency with computer programs, including Microsoft Office Suite (particularly Excel and PowerPoint).


This role offers an excellent opportunity for growth in the financial advisory industry with the potential to develop into an associate and lead advisor position. Join our team and contribute to our clients’ financial success while advancing your career in financial planning.

Please contact Matt Collins at matt@ggmfin.com to apply. 


Advisory services offered through GGM Financial, LLC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through GGM Financial. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

  • Paraplanner

    3 weeks ago

    Columbus, Ohio, United States GGM Financial, LLC Full time

    Job Title: ParaplannerAbout the RoleWe are seeking a detail-oriented and proactive Paraplanner to join our dynamic team. In this role, you will provide crucial technical support to our financial advisors, manage client relationships, and contribute to the development of comprehensive financial plans.Key Responsibilities• Prepare for client meetings and...

  • Paraplanner

    3 weeks ago

    columbus, United States GGM Financial, LLC Full time

    Job Description- ParaplannerAbout the RoleWe are seeking a detail-oriented and proactive Paraplanner to join our dynamic team for this in office position. In this role, you will provide crucial technical support to our financial advisors, manage client relationships, and contribute to the development of comprehensive financial plans. Principal...

  • Paraplanner

    2 months ago

    Columbus, United States GGM Financial, LLC Full time

    Job Description- ParaplannerAbout the RoleWe are seeking a detail-oriented and proactive Paraplanner to join our dynamic team for this in office position. In this role, you will provide crucial technical support to our financial advisors, manage client relationships, and contribute to the development of comprehensive financial plans. Principal...

  • Paraplanner

    4 weeks ago

    Columbus, United States GGM Financial, LLC Full time

    Job Description- ParaplannerAbout the RoleWe are seeking a detail-oriented and proactive Paraplanner to join our dynamic team for this in office position. In this role, you will provide crucial technical support to our financial advisors, manage client relationships, and contribute to the development of comprehensive financial plans. Principal...

  • Paraplanner

    2 months ago

    Columbus, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH is seeking a dedicated Paraplanner to join our wealth management client in downtown Columbus. This onsite, direct hire role is pivotal in supporting our advisors by providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability...

  • Financial Planning Assistant

    3 weeks ago

    Columbus, Ohio, United States Summit Financial Strategies Full time

    Job Title: ParaplannerAt Summit Financial Strategies, we are seeking a highly motivated and detail-oriented Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our lead advisors in delivering exceptional client service and financial planning solutions.Key Responsibilities:Coordinate with team members to provide...

  • Financial Planning Associate

    2 months ago

    Columbus, Ohio, United States LHH Recruitment Solutions Full time

    Paraplanner Job DescriptionLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus.This direct hire role is pivotal in providing thorough account analysis and preparing financial reports to support our advisors.The ideal candidate will have a keen eye for detail, a passion for finance, and the...

  • Financial Planning Associate

    1 month ago

    Columbus, Ohio, United States LHH Recruitment Solutions Full time

    Paraplanner Job DescriptionLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus.This direct hire role is pivotal in providing thorough account analysis and preparing financial reports to support our advisors.The ideal candidate will have a keen eye for detail, a passion for finance, and the...

  • Financial Planning Assistant

    3 weeks ago

    Columbus, Ohio, United States Summit Financial Strategies Inc Full time

    Paraplanner Job DescriptionAbout the Role:The Paraplanner is an entry-level position that supports the lead advisor in delivering exceptional client services. This role is an excellent opportunity for individuals to learn and grow within the Advisor career path.Key Responsibilities:Client Service: Collaborate with team members to provide consistent,...

  • Financial Planning Specialist

    2 months ago

    Columbus, Ohio, United States LHH Recruitment Solutions Full time

    Job OpportunityLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus. This direct hire role is pivotal in providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a...

  • Financial Planning Specialist

    4 weeks ago

    Columbus, Ohio, United States LHH Recruitment Solutions Full time

    Job OpportunityLHH Recruitment Solutions is seeking a skilled Paraplanner to support our wealth management team in downtown Columbus. This direct hire role is pivotal in providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a...

  • Financial Planning Assistant

    3 weeks ago

    Columbus, Ohio, United States Summit Financial Strategies Inc Full time

    Job SummaryThe Paraplanner plays a vital role in supporting the lead advisor in delivering exceptional client services at Summit Financial Strategies, Inc. This entry-level position is an excellent opportunity for individuals to launch their career in the financial planning industry.Key ResponsibilitiesCoordinate with team members to provide consistent,...

  • Associate Financial Adviser

    2 weeks ago

    Columbus, United States Libertas Wealth Management Group, Inc. Full time

    Libertas Wealth Management Group is an award-winning, nationally recognized, Fee-Only (true Fiduciary) Registered Investment Advisory (RIA) firm located in Columbus, Ohio. We are looking for a friendly, enthusiastic, hard-working, organized, service-oriented individual who takes initiative. We’re also looking for someone who is interested in changing...

  • Associate Financial Adviser

    2 weeks ago

    columbus, United States Libertas Wealth Management Group, Inc. Full time

    Libertas Wealth Management Group is an award-winning, nationally recognized, Fee-Only (true Fiduciary) Registered Investment Advisory (RIA) firm located in Columbus, Ohio. We are looking for a friendly, enthusiastic, hard-working, organized, service-oriented individual who takes initiative. We’re also looking for someone who is interested in changing...

  • Client Service Associate

    7 days ago

    Columbus, United States Libertas Wealth Management Group Inc Full time

    Libertas Wealth Management Group is an award-winning, nationally recognized, Fee-Only (true Fiduciary) Registered Investment Advisory (RIA) firm located in Columbus, Ohio. We are looking for a friendly, enthusiastic, hard-working, organized, service-oriented individual who takes initiative.  We’re also looking for someone who is interested in changing...

  • Client Service Associate

    1 week ago

    columbus, United States Libertas Wealth Management Group, Inc. Full time

    Libertas Wealth Management Group is an award-winning, nationally recognized, Fee-Only (true Fiduciary) Registered Investment Advisory (RIA) firm located in Columbus, Ohio. We are looking for a friendly, enthusiastic, hard-working, organized, service-oriented individual who takes initiative. We’re also looking for someone who is interested in changing...

  • Client Service Associate

    1 week ago

    Columbus, United States Libertas Wealth Management Group, Inc. Full time

    Libertas Wealth Management Group is an award-winning, nationally recognized, Fee-Only (true Fiduciary) Registered Investment Advisory (RIA) firm located in Columbus, Ohio. We are looking for a friendly, enthusiastic, hard-working, organized, service-oriented individual who takes initiative. We’re also looking for someone who is interested in changing...

  • Client Service Associate

    1 week ago

    Columbus, United States Libertas Wealth Management Group, Inc. Full time

    Libertas Wealth Management Group is an award-winning, nationally recognized, Fee-Only (true Fiduciary) Registered Investment Advisory (RIA) firm located in Columbus, Ohio. We are looking for a friendly, enthusiastic, hard-working, organized, service-oriented individual who takes initiative. We’re also looking for someone who is interested in changing...