Paraplanner
- Employer
- Rabadeau Wealth Group
- Location
- Westfield, New Jersey
- Salary
- Salary commensurate with experience
- Closing date
- Dec 3, 2021
View more
- Job Role
- Paraplanner
- Employment Type
- Full Time
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
Rabadeau Wealth Group has an opportunity to work with an established practice as a paraplanner working in collaboration with senior financial advisors and existing clients. Cultivating new business relationships is not a primary responsibility of this rule.
As a paraplanner, responsibilities include:
- Assist lead advisor in planning for client meetings including: prepare agenda, prepare financial plan, document conversations
- In tandem with an advisor, meet with current and prospective clients
- Gather and maintain relevant client information as part of the financial planning process
- Enter this client data into proprietary planning software
- With guidance, review client’s financial situation and develop a custom recommendation for their unique needs
- Participate in subsequent client meetings with an advisor including presenting analyses and recommendations, answering questions, and addressing concerns
Skills needed:
Positive attitude
Advanced knowledge using Microsoft Office including Excel
Detail-oriented and organized
Excellent verbal and written communication skills
Ability to manage tasks and responsibilities with limited oversight
Ability to meet or exceed deadlines
Ability to adapt to new technologies
Either a CFP designation or on track to obtain designation
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