Associate Financial Planner / Paraplanner
- Employer
- The Helmstar Group
- Location
- Boise, Idaho
- Salary
- DOE + full benefits
- Closing date
- Oct 7, 2021
View more
- Job Role
- Paraplanner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
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.
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert