Paraplanner

Employer
REM Advisors
Location
San Francisco, California
Salary
Commensurate with experience
Closing date
Dec 1, 2021

View more

Job Role
Paraplanner
Employment Type
Full Time
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REM Advisors is a well-established, fee-only advisory firm with offices in San Francisco, California. Our primary purpose is to help people live well through expert, unbiased financial guidance through all stages of their financial journey.

We are seeking a paraplanner to work with our Advisory Team in devising and implementing financial planning, tax, and investment recommendations for our clients.  The position will also have back-office operational duties

Description

The paraplanner plays an integral role in both the Financial Planning and Investment Management Teams. 

  • Financial Planning: Attend meetings with clients and Advisors to understand clients’ goals, needs, and unique circumstances. Collect and enter key information into our systems.  Work with Advisor to analyze data and create recommendations and presentation materials.  Document meeting notes in our CRM and complete follow-up tasks.
  • Investment Management: Review clients’ current investments and objectives. Work with Advisor to create Investment Management proposals, including financial plans, current portfolio analysis, recommended model allocation, and tax planning strategies.
  • Back-office Operations: Help clients implement recommendations with account custodians, 529 plans, mortgage refinancing, required minimum distributions, Roth conversions, and other tax planning strategies. This requires collaboration with other professionals such as CPAs, attorneys, insurance agents, etc.

Requirements

All of REM’s employees are caring, full of integrity, and have a commitment to excellence. In addition to these qualities, the ideal candidate will have:

  • Bachelor’s degree
  • Strong written and oral communication skills
  • Some financial planning experience a strong plus
  • Interested in pursuing the CFP designation
  • Experience with eMoney is a huge plus

Apply for Paraplanner

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