Northbridge Financial Group is a Wealth Management and Financial Planning firm seeking a fulltime Financial Paraplanner.
Northbridge Financial Group incorporates asset protection strategies into its planning and works exclusively with physicians. Northbridge Financial Group believes in a collaborative team approach to include outside strategic partners.
The Financial Paraplanner position will provide technical support to Financial Advisors.
You can learn more about us at www.NorthbridgeFG.com
Responsibilities and Duties
--- Prepare client review reports for advisors meeting
--- Input and design Financial Plans
--- Request and / or run illustrations
--- Morningstar, YCharts, and performance reports
--- Identify and obtain information necessary to compile Financial Analysis.
--- Ability to run and request various quotes for planning
--- Document activities in Client Relationship Management (CRM) software.
Qualifications and Skills
--- Experience with creating Financial Plans and projections. E Money experience is preferred.
--- Proficiency in Microsoft Office Suite to include Excel.
--- CFP designation is preferred.
--- General Financial Industry Licenses
--- Financial services and Financial Planning experience of at least 3 years.
This is the ideal opportunity for someone who is self-motivated and is interested in helping to build out a business and leverage financial planning technologies.
Job Type: Full-time in Tampa FL
Pay: $55,000 - $85,000 per year
Annual Bonus: of 0 – 10% of base salary based on individual performance and firm’s Assets Under Management (AUM) growth.
401(k): non-elective 3% employer contribution regardless of employee participation. Roth option also available.
Profit-sharing: employer contribution which can vary between 0% to 25% of base salary.
Health Insurance: 100% employer paid for individual
PTO: 2 weeks paid vacation (10 days), paid NYSE holidays (10 days)