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Operations and Planning Associate

YMW Advisors
Orlando, Florida
Contingent upon experience/resume
Closing date
Mar 23, 2024

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Job Role
Employment Type
Full Time
Entry Level
Experience Level
CFP® Certification

This role is an entry level position for someone looking to get started in the financial services industry. 

The Paraplanner is a growth-oriented position for an individual who aims to start their career in the financial planning and investment management industry with the ultimate goal to become a CFP Professional and Managing partner.

The job position provides support to the Financial Planning team and will report to an advisor or director at our firm.  This role's responsibilities include:
-    Prepare documents for client presentations
-    Assist the advisors with ongoing client maintenance 
-    Conduct analysis of information received 
-    Generate initial modeling and scenarios 
-    Proof-read and compile client presentations 
-    Create reports and gather statements
-    Communicate and interact with clients as needed.

To be successful in this role you must communicate with team members regularly which includes coordinating tasks, work under tight deadlines, handle urgent requests, client interactions and prioritize tasks daily.

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