Financial Planning Associate
6 days ago
We are seeking a highly skilled and detail-oriented Paraplanner to join our team of professionals at Emerald Advisors, LLC. As a Paraplanner, you will play a critical role in providing purpose-driven wealth management to high-net-worth clients.
This is an excellent opportunity to learn from experienced professionals, grow your career, and contribute to a thriving business from the ground up. Our ideal candidate will possess high attention to detail, strong analytical skills, a fiduciary mindset, and a focus on providing world-class customer service.
Responsibilities:- Maintain accurate and up-to-date client data in CRM and financial planning tools.
- Work closely with senior team members to collect and analyze client data for use in developing and presenting financial plans.
- Prepare high-quality slides for client proposals and annual review meetings.
- Coordinate post-meeting follow-ups to ensure seamless client experiences.
- Assist in client onboarding and account opening processes.
- Support advisors in managing current and prospective client relationships.
- Stay current on industry trends, regulations, and best practices in financial planning.
- 1-3 years of experience in a similar role in the financial services industry.
- High level of organization and attention to detail.
- Excellent analytical and problem-solving skills.
- Ability to manage multiple tasks and prioritize effectively.
- Strong communication skills, including written correspondence.
- Team player with a collaborative mindset and ability to work well with others.
- Passion for helping clients and commitment to maintaining confidentiality.
- Bachelor's degree, preferably in finance or business.
- Demonstrated ability to think critically on a strategic level, take initiative, and problem-solve.
- Proficiency with Microsoft Office, including Word, Excel, and PowerPoint. Experience with eMoney and/or Redtail a plus.
- Competitive salary plus bonus opportunities.
- 401(k) with company contribution.
- Medical, dental, vision, and life insurance.
- Ongoing career development, including training, certification, and tuition reimbursement.
- Free parking.
- 10 paid holidays plus 3 weeks of PTO.
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