Paraplanner

4 days left

Location
Maplewood, New Jersey
Salary
Competitive compensation package
Posted
Nov 03, 2020
Closes
Dec 03, 2020
Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Registered Investment Advisory firm (Maplewood, NJ) seeks talented professional to serve as Paraplanner.  Working closely with a team of Senior Financial Planners, the Paraplanner will perform a wide range of duties including: retirement modeling, insurance analysis, educational modeling, reviews of estate plan documents, reviews of tax situation and other financial planning topics. Ideal candidate will also have knowledge of benefit programs including Social Security and Medicare.  The Paraplanner role is internally focused to support the practice and does not involve production or commission sales. 

Duties:

  • Ideal candidate will work within our defined system where client contact is made on a scheduled, proactive basis
  • Support Senior Financial Planners by preparing investment performance/allocation reports, investment policy statements and spreadsheets using a variety of software applications (ie: Black Diamond, Excel, Morningstar, etc.)
  • Coordinate client presentations ensuring research and data gathering is complete and timely
  • Create customized client retirement projections utilizing financial planning software (RetireUp)
  • Consult with clients on benefit analysis related to Social Security and Medicare
  • Consult with clients on life, disability and long-term care insurance; review existing policies and recommend new/additional coverage as appropriate
  • Serve as lead advisor to clients on ancillary planning issues (mortgage refinancing, leasing, etc)
  • Process trades and monitor the firm’s proprietary investment models
  • Maintain detailed notes and tasks in firm’s CRM system (Junxure)

Required Certifications:

  • CFP® Designation
  • NJ Life and Health Insurance licensed (preferred)

Required Skills:

  • 3+ years in financial services industry
  • Excellent computer skills including Microsoft Office Suite and CRM systems
  • Experience utilizing financial planning software
  • Strong analytical/data gathering skills
  • Highly dynamic; with professional demeanor accustomed to working with sophisticated clients
  • Superior compliance record
  • Passion for delivering superior client service and high attention to detail
  • Ability to multi-task in fast paced environment with high degree of accuracy
  • Comfortable working in a small, relationship-oriented practice

 

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