Financial Planning Associate
1 day ago
Paraplanner
Position Summary:The Paraplanner role is an entry-level position that involves developing the necessary skills to analyze and build financial plans. This position requires a team player who is eager to learn, detail-oriented, and able to prioritize and manage multiple projects.
Key Responsibilities:- Develop a general understanding of firm platforms such as CRM, Portfolio Management software, Schwab, and Fidelity.
- Learn The SFMG Way and follow firm processes.
- Enter data for new financial plans or plan updates in eMoney.
- Prepare client review materials and financial planning reports.
- Prepare financial analyses and research for various personal wealth management issues, including retirement planning, investments, estate planning, tax planning, debt management, and insurance.
- Assist with follow-up items from client meetings, client projects, and team projects.
- Provide support to Lead Planners and Advisors.
- Develop skills to present financial plans to Planners and Advisors.
- Assist Planners in developing recommended strategies or solutions for achieving client goals and objectives.
- Attend weekly Financial Planning team meetings and quarterly Wealth Management Committee meetings.
- Bachelor's degree.
- Preferred field of study: Financial Planning, Finance, Accounting.
- Experience: 0-2 years.
- Computer Skills: Preferred but not required: Microsoft Office Suite (Outlook, Word, Excel, One Note, Teams).
- Job Status: Full time.
- FLSA Status: Exempt.
- Position Eligible for Telework: Yes.
- Department (Team): Financial Planning.
- Work Schedule: M-F; hours may vary by day between 8:00AM - 5:00PM.
Competitive compensation based on experience. Strong benefits with health insurance, dental insurance fully paid by the employer for employee coverage, and 401k and match available.
Reasonable Accommodations Statement:To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.
Instructions for Applying:Please submit a cover letter and resume in Word or PDF format. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes.
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