Summary

The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development. The Paraplanner may participate in client meetings. This position offers a path to professional growth, including the opportunity to take on more responsibility and advance into an advisory role.

Essential Duties and Responsibilities

Support the Lead Advisor with analysis, client service, and technical assistance

Learn the technical aspects of the advisor position and prepare to service clients independently

Manage data and plans in financial planning software

Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation

Analyze asset allocation and generate rebalancing trades

Research investment managers, services, products, and pricing

Understand and leverage the resources available at the Broker Dealer to the fullest extent

Develop Centers of Influences such as Community Involvement, CPA's, and Attorneys etc.

Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

Other duties as assigned

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

Expert computer skills (Outlook, Word, Excel and Power Point) are essential

Excellent communication skills, both verbally and in writing

Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

Ability to quickly master tools of the industry - financial planning software, analytical tools and broker/dealer or custodian systems

Requirements

Education and/or Experience

Bachelor's degree in finance, accounting or related field preferred.

The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Experience with eMoney financial planning software or similar required (experience with eMoney strongly preferred).

Previous experience in the independent financial services culture preferred.

Certificates, Licenses, Registration

Series 7 and 66 required (or ability to obtain)

CFP preferred (or ability to obtain)

Benefits

401(k)

401(k) matching

Paid time off

Kestra Financial

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