Wealth Paraplanner

JOHNSON BANK • Milwaukee, WI • 3h ago

JOB REQUIREMENTS: Overview The Wealth Paraplanner is responsible for
managing the overall financial planning process supporting multiple
regions and business lines. New grads encouraged to apply! KEY
RESPONSIBILITIES Responsible for facilitating the financial planning
process with prospective and current clients. Responsible for gathering,
validating, and analyzing all quantitative detailed information required
to create or update financial plans using planning analysis software.
Prepare preliminary financial planning recommendations for Financial
Planner\'s review and use in client meetings. Primary point of contact
for the client throughout the financial planning process. Responsible
for ongoing and regular client contact, communication, meetings and
coordination with Financial Planner and other support teams. Manage and
support client access and maintenance of software systems. Assists
clients in aggregating their accounts into the software system (eMoney).
Establish referral paths to other areas of Wealth, Banking and
Insurance, including but not limited to Estate Planning & Trust,
Investment, Succession Planning and Post-Death services. Work with team
members across geographies, ensuring efficiency and a consistent client
experience. QUALIFICATIONS Bachelor\'s degree in finance with a
concentration in financial planning or other related fields; 2 years
experience in financial services or related field preferred. Experience
may be considered in leiu of education. Series 65 is required for the
role. If you do not have it, you will be required to obtain within 90
days of start date. Ability to understand product solution strategies
for the team to address client needs as it relates to cash flow, money
distribution and investment allocations Position requires strong
analytical, project management, technical and financial skills.
Experience in financial planning software a plus Role requires regular
independent problem solving and exercise of judgment in variable
situations, outstanding technical skills, attention to detail, superior
communication skills Understanding and strong working knowledge of MS
Office products; ability to effectively utilize Wealth and Bank
applications Come as you are. Johnson Financial Group supports and is
committed to the principle of equal employment opportunity. We make all
employment-related decisions without regard for an individual\'s race,
color, religion, sex, sexual orientation, age, national origin,
citizenship, disability, veteran status, or any other protected status
as required by law. Equal Opportunity Employer of Minorities, Females,
Protected Veterans, and Individuals with Disabilities ***
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/6E7A39D51B584E1B

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