Paraplanner (Hybrid Work Schedule Available)

Employer
Wescott Financial Advisory Group LLC
Location
Philadelphia, Pennsylvania
Salary
Open
Closing date
Jan 21, 2023

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Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Job Details

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome a Paraplanner to our team (in our Philadelphia office). The Paraplanner is responsible for supporting our Financial Advisors in Philadelphia, Fort Washington and Harleysville primarily in the area of financial planning and client service to achieve client goals. Must be detail-oriented and have prior experience with financial planning.

Core Role and Expectations:

  1. Supports a team of advisors across 100-150 varied client relationships
  2. Gathers, enters, and maintains client data and documentation in financial planning and CRM systems
  3. Drafts, edits, and prepares final reports for annual or more frequent financial plan updates
  4. Researches advisor/client questions, identifies planning opportunities, proactively communicates observations with advisor teams
  5. Enters and tracks follow up tasks, provides progress updates so the current status is easily understood by teammates
  6. Assists Director of Financial Planning Standards (DFPS) to develop, enhance, and maintain financial planning processes and procedures; assists in completion of a variety of non-client, financial planning projects such as research on new best practices or relevant laws/regulations that may impact our clients; assists DFPS with organization and content of Advisor Program meetings
  7. Does not attend client meetings or provide direct planning advice to clients
  8. Does attend internal Advisor Program meetings
  9. Assists Advisors with client service requests, expertly coordinating trades, money movement and client paperwork with operations team
  10. Client interactions include those required for data gathering/clarification or client service execution
  11. Reviews work methods and procedures and implements quality improvements/efficiencies when appropriate

Requirements

  1. Bachelor’s degree or equivalent
  2. At least 5 years’ work experience in financial planning (eMoney and Salesforce experience preferred)
  3. Certified Financial Planner (CFP®) or Financial Paraplanner Qualified Professional (FPQP®) (formerly known as Registered Paraplanner (RP)) strongly preferred
  4. Proficient in Microsoft Office (Word, Outlook, Excel and PP)
  5. Some travel required between offices
  6. Understands and supports Wescott’s vision, mission, and strategy
  7. Engages in teamwork and teambuilding
  8. Adds to Wescott’s inclusive culture
  9. Participates in firm and/or personal community efforts
  10. Supports advisors in creating planning demos for business development meetings

Benefits:

Wescott is passionate about creating an inclusive workplace that promotes and values diversity. More importantly, creating an environment where everyone, from any background, can do their best work.

Our competitive salary commensurate with experience. Performance based bonus and a wide range of employee benefits and support programs that include:

  1. PTO
  2. Paid Holidays (11)
  3. Volunteer Paid Time Off
  4. Medical / Dental / Vision Insurance
  5. 401(k) / Employee’s Pension Plan
  6. Employee Assistance Program
  7. Employee Resource Groups
  8. Flexible Spending & Health Care Spending
  9. Commuter Benefit
  10. Basic Life/AD&D Insurance / Voluntary Life Insurance
  11. Short-term Disability / Long-term Disability Insurance
  12. Telemed (MeMd)
  13. Global Fit / Walk My Mind / Back-Up Care Advantage
  14. Pet Insurance
  15. Business Casual Dress Code
  16. Caring team of co-workers

For consideration, be prepared to upload a cover letter and resume.

Preference will be given to candidates residing in the Philadelphia Region.

 

Company

Wescott Financial Advisory Group LLC is a relationship-driven, empathetic, independent wealth management firm committed to providing individuals and institutions with unmatched caring and expertise to achieve their financial and investment goals. The company’s diverse team members are experts in investments, law, accounting and business, and hold a wide range of industry-acclaimed credentials that enable them to offer thoughtful and personal advice to their clients. With more than $2.3 billion in assets under management, Wescott is one of the top wealth management firms in the nation as ranked by CNBC, Barron’s, Forbes and Financial Advisor magazine. Founded in 1987, Wescott has offices in Philadelphia, Boca Raton, Miami and San Francisco. Unlike many firms that view wealth in a vacuum, we integrate financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a proven approach we call Life-Minded Wealth®. It’s an approach that consistently drives better decisions. And at Wescott, we carry out those decisions free from the pressure of product bias. As an independent firm, we do not sell or promote any investment or insurance product; we rely on segment-skilled managers to deliver research-driven strategies tailored to meet each client’s unique goals.
Find Us
Telephone
215-979-1601
Location
30 South 17th Street
Philadelphia
PA
19103
US

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