ParaPlanner

As part of the applicant process, we ask that you find 6-7 uninterrupted minutes to take an assessment.  We want to ensure that you are a good fit for us and we are a good fit for you.  We want you to love coming to work every day!  Only applicants that complete the assessment will be considered for hire.

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COMPANY OVERVIEW

Gerber, LLC is a boutique firm based in Columbus, Ohio that focuses exclusively on first-generation entrepreneurs nationwide.  We bring together decades of experience and expertise in diverse areas of business, wealth management and finance to help our clients grow their business quickly, profitably and with less stress.  We are fiercely committed to our clients and the lifetime solutions that we provide to them.

POSITION OVERVIEW

Our ParaPlanners work hand in hand with our Advisors & Client Service Specialists to provide the best possible and highest quality service to our clients.

Key Responsibilities:

• Performs Research: Analyzes financial products, investment options, business and market trends Gathers Information: Reviews client personal and business financial records, analyzes client needs and makes appropriate recommendations Prepares Documents: Understands and navigates a variety of software solutions to create reports, charts, graphs, and other visual aids Makes Recommendations: Suggests products and recommends strategies that align with clients' needs Supports Advisors: Helps prepare for meetings and follows up on action items that come from our client meetings Interacts With Clients: Acts as a point of contact that supports the overall client experience

This job is for you if you:

• Enjoy having fun and are looking for a long-term home!
• Would prosper working for a small, fast-paced boutique firm
• Love the analytical + operational side of financial advising
• Thrive on meeting deadlines/goals (completing tasks)
• Have a high level of mental stamina + can balance patience with impatience
• Like change and naturally push for learning + excellence
• Have a strong attention to detail as well as an inquisitive drive to analyze information + data
• Productively solve problems + communicate in concise/clear manner

PREFERRED KNOWLEDGE + SKILLS + ABILITIES

• 2+ years of wealth management operational experience
• Aptitude and drive for learning new concepts/ideas/programs
• Solid knowledge of analyzing financial statements at a business and personal level
• Strong understanding of different financial products and how they work
• Demonstrated ability to communicate effectively + concisely
• Ability to process information into actionable recommendations for advisor review
• Prior experience working successfully in a cross-functional environment
• Track record of doing what it takes to get the job done

It typically takes a new ParaPlanner, in our business niche, three years or more to gain all of the knowledge and experience needed to perform at the highest level.

CORE COMPETENCIES

CLIENT FOCUS

• Accurately understands & responds to client needs, is committed to increasing client satisfaction, manages client expectations according to the CSM, assumes responsibility for solving client problems with a penchant for complete accuracy

PERSONAL ORGANIZATION / TIME MANAGEMENT

• Keeps information organized and accessible, maintains clean/functional work space, works systematically/efficiently, prioritizes well, shows energy, prepares daily + weekly plan of action, meets deadlines. 

PROBLEM SOLVING / ANALYSIS

• Breaks down problems into smaller components, understands underlying issues, can simplify and process complex issues, understands the difference between critical details and unimportant facts. Able to resolve issues without extensive help from others

PRODUCT KNOWLEDGE

• Knows and explains product features/benefits, understands client's business operations and needs & applies products & solutions appropriately according to client's individual needs

CORE VALUES

• BE PRESENT + BE POSITIVE
• BOLD PURSUIT OF EXCELLENCE
• LIVE + BREATHE ENTREPRENEURSHIP
• HEALTHY SENSE OF URGENCY
• PRODUCTIVE + CONCISE COMMUNICATION