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Paraplanner/Financial Planning Assistant

Employer
Creative Financial Planning, Inc.
Location
Nyack, New York
Salary
$55,000 to $60,000 per year, plus benefits
Closing date
Dec 26, 2021

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Job Role
Paraplanner
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing
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Job Details

Summary

Creative Financial Planning is an independent, fee-only wealth management company. For over 35 years, the team has delivered exceptional customer service while writing tailored financial plans and managing investments.

We are excited to add to our team and seek someone to assist with writing financial plans, prepare client reports and conduct investment research. The candidate will have a long-term opportunity to become an additional advisor to our existing clientele.

Principal Responsibilities

  • Incorporate client data into MoneyGuidePro and other planning tools
  • Prepare/complete paperwork with clients and audit for accuracy
  • Track all pending business paperwork and provide regular updates
  • Generate reports, such as asset allocation and portfolio performance reports
  • Maintain Excel spreadsheets of client holdings
  • Conduct investment research (i.e. Morningstar, ValueLine etc.) as directed by advisor
  • Maintain up-to-date and organized client files

Required knowledge/skills/competencies

  • Registered Paraplanner a plus
  • 3-5 years in a financial services role a plus
  • Proficiency with computer programs, including Microsoft Word and Excel
  • A conscientious nature with a positive attitude and strong work ethic
  • Ability to effectively prioritize workload and meet deadlines
  • Proofreading (quality assurance) skills 

Benefits

  • Health insurance
  • PTO
  • 401(k)

Starting Salary Range: $55,000 - $60,000

Company

As Investment Advisor Representatives of Commonwealth Financial Network, the advisors at Creative Financial Planning create, implement and monitor customized financial plans designed to help individuals and families pursue their financial goals. We thoroughly asses and analyze our clients’ complete financial picture to ensure that the strategy reflects their values, risk tolerance, and ultimate life objectives.

Find Us
Telephone
845-634-6050
Location
101 South Broadway
South Nyack
NY
10960
United States
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