Associate Financial Planner / Paraplanner

Employer
The Helmstar Group
Location
Boise, Idaho
Salary
DOE + full benefits
Closing date
Oct 8, 2021

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Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
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The Helmstar Group, an independent financial planning and investments firm based in Boise, ID, is seeking a full-time candidate for an associate financial planner/paraplanner position. This is a dynamic position that will be responsible for both technical analytical work as well as client relationship support. Highly competitive pay and benefits for well qualified applicants.

Position Responsibilities:

• Collect and maintain necessary client data pertinent to a financial plan

• Review and input client data into eMoney

• Effectively communicate with senior level planning team

• Assist senior level planning team and advisors with research and in-depth planning tasks

• Assist fellow support team members in a backup capacity

• Prepare reports for review meetings

• Draft financial plans

• Perform asset allocation analysis

• Create custom analyses of financial decisions

• Prepare materials for client meetings

• Perform research of investments

• Always support the client and represent the firms’ highest ideals with every action

• Other tasks or projects as assigned

Requirements:

• BA/BS in Finance or related field

• CFP certification

• Knowledge and experience using eMoney

• Minimum 2+ years of experience in financial or investment planning

• Advanced knowledge using Office 365, including Excel

• Must be willing to relocate to Boise, ID for long-term employment

• Detail-oriented and organized

• Ability to manage tasks and responsibilities with limited oversight and meet, or exceed, all deadlines

• Excellent verbal and written communication skills

• Positive attitude

Desired Qualifications:

• Current and active Series 65 or Series 66 license

• Experience with RedTail CRM

• Ability to adapt to new technologies

To Apply: Submit a resume and include a cover letter indicating the top 2 -3 strengths from your resume that you believe set you apart.

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