Paraplanner

Who We Are:

Segall Bryant & Hamill is an investment firm with locations in Chicago, Denver, St. Louis, Philadelphia and Naples, Florida. For more than a quarter century, SBH has been helping investors realize their long-term investment objectives through a time-tested, disciplined process. We offer a wide range of investment strategies and aim to build long-lasting relationships with our clients in the wealth management, intermediary, and institutional spaces.

Segall Bryant & Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

About Your Next Opportunity:

Job: Paraplanner

Category: Wealth Management-Financial Planning

Employment Type: Full time

Location: Chicago or Denver

Work Type: Hybrid

Compensation: Commensurate with experience

Segall Bryant & Hamill (SBH) seeks a Paraplanner to join our team.  We are looking for an individual with strong analytical, organizational, and planning capabilities who is detail oriented with a high degree of accuracy.  As this position interacts with multiple areas of the SBH organization, it is essential that the ideal candidate is a team player, collaborative, and is able to work with and through others. This position reports to the Manager, Financial Planning.

General Responsibilities:

• Primary point of contact for planning clients regarding questions, requests, or updates.
• Gather, confirm, and maintain client data for detailed financial planning conversations and plan deliveries
• Work with Manager and Portfolio Managers to optimize the process and implementation of all planning activities and recommended steps
• Broad based support of WM marketing and business development efforts
• Stay abreast of financial planning topics by regular reading of the Journal for Financial planning and other relevant information

Qualifications:

• 0 to 3 years experience within a financial services firm, university program, and/or a financial planning environment
• Bachelor’s degree or equivalent
• CFP certified or willingness to work toward a CFP certification
• Proficiency with Word, Excel, PowerPoint and Outlook
• Ability to enter data efficiently and effectively into financial planning software Money Guide Pro
• Client Relationship Management (CRM) system experience such as Salesforce
• Research software experience a plus such as FactSet
• Accounting and Trade software experience a plus such as Advent APX and Moxy
• A strong work ethic, professionalism, strong interpersonal skills and high integrity are a must
• Strong written and verbal communication skills and presentation skills
• Experience working with client relationships
• Must be able to work well under pressure with tight deadlines

• Demonstrate confidentiality and discretion with respect to all client and firm information
• Positive attitude and sincere willingness to constantly learn and grow

What We Offer:

• SBH offers a culture defined by a core set of values which guide the advice we provide, the strategies we recommend, the way we manage client portfolios and the way we treat our employees. These values are Integrity, Trust, Humility, Curiosity, and Inclusion.
• SBH offers a diverse and inclusive work environment where individuals from varied backgrounds are brought together, treated with respect, supported and valued so that the firm and its employees, clients and community will benefit from a strong culture, diversity of thought and more robust decision making.
• SBH offers autonomy and accountability.
• SBH offers benefits and work/life balance to meet each employee at their stage in life
• SBH offers programs so employees can take an active role in the communities where they live & work.
• SBH offers a performance management program and a dedicated Compensation Committee to ensure competitive compensation packages

 
Company website: www.sbhic.com