Financial Planning Assistant

12 hours ago


Glen Ellyn, Illinois, United States Claire Myers Consulting Full time
Job Title: Paraplanner/Registered Assistant

At Claire Myers Consulting, we are seeking a highly skilled and motivated Paraplanner/Registered Assistant to join our team. As a key member of our wealth management team, you will play a vital role in delivering exceptional client service and supporting our financial advisors in providing comprehensive financial planning and investment advisory services.

Key Responsibilities:
  • Prepare and administer financial plans, portfolios, and other client documents.
  • Collaborate with financial advisors to provide financial planning and investment advisory support.
  • Research and recommend technology upgrades to improve functionality and efficiency.
  • Generate new client paperwork and manage the new client onboarding process.
  • Assist in client appointment preparation, take notes, and enter client notes into the CRM system.
  • Process trades, rebalance portfolios, and prepare client statements.
  • Research investments and make recommendations on additions or subtractions to the core investment watch list.
  • Manage projects aimed at improving company scalability, automating processes, and enhancing client experience.
  • Collaborate with financial advisors in creating financial plans for clients, including investment reviews, retirement modeling, insurance analysis, tax planning, and other wealth management needs.
  • Research ad-hoc topics and complete special projects as assigned.
  • Assist in marketing initiatives, including analytics, social media, client material, blog content, and website updates.
  • Provide daily resolution for custodial alerts, client requests, and other back-office support tasks.
Qualifications:
  • 3+ years of experience in the wealth management industry.
  • Experience trading and working with financial planning software.
  • Experience with MoneyGuide Pro and NFS is preferred but not required.
Compensation:
  • $30-$35/hour.
  • 15-20 hours per week.
Location:
  • Remote (candidates must reside within 2 hours of Glen Ellyn, IL).


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