Financial Planning Associate
1 week ago
Benefits:
- 401(k) Plan
- Competitive Compensation
- Complimentary Snacks and Beverages
- Health Coverage
- Home Office Allowance
- Paid Leave
- Profit Sharing Opportunities
- Professional Development Programs
- Tuition Reimbursement
JTB INTERNATIONAL INC offers comprehensive financial planning and wealth management solutions to clients across various regions. Our professionals leverage their extensive client service expertise and profound knowledge of investment strategies to address the intricate financial planning requirements of diverse clientele with integrity and professionalism. We believe that our workforce's diverse talents are integral to our success, and we are looking for a dedicated Paraplanner to contribute to our mission.
Position Overview
The Paraplanner will utilize skills gained through experience and training to provide essential support to Financial Advisors in various client and administrative tasks. This role involves the use of specialized financial planning software to assist Lead Advisors in delivering sound advice to clients. Key responsibilities include:
- Data collection and analysis
- Case design and development
- Preparation of financial plans and presentations
While the Paraplanner may attend client meetings, they will not engage in advisory roles or decision-making regarding client matters.
Qualifications
Applicants should possess:
- A preferred 4-Year Bachelor's Degree and 1-3 years of relevant administrative experience
- Experience in a broker-dealer environment or the finance sector is advantageous
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint for creating professional documents
- A polished and professional demeanor when interacting with clients and colleagues
Additional skills include:
- Strong organizational abilities to manage multiple tasks and adapt to changing priorities in a dynamic work environment
- Capability to work independently and collaboratively to meet high-priority deadlines
- Excellent verbal and written communication skills for clear and professional interactions
- Effective problem-solving skills for addressing routine client inquiries
- Experience with e-Money Financial Planning Software
- Successful completion of an FBI background check and credit check
- Consistent and punctual attendance
Key Responsibilities
The Paraplanner will:
- Collaborate with Advisors to gather necessary data for financial plan creation
- Utilize e-Money software to input data and generate comprehensive financial plans
- Present financial plans to Advisors and clients, ensuring thorough documentation of notes and follow-up tasks in the CRM system
- Work alongside Advisors and Home Office staff to analyze data and provide solutions
- Meet established deadlines to maintain service expectations
- Respond promptly to inquiries from Advisors and clients in a professional manner
- Contribute to project-related tasks that support the firm's growth
- Perform a variety of operational support activities as assigned
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