Paraplanner/Research Analyst

High Point, North Carolina
Jan 09, 2020
Apr 08, 2020
Employment Type
Full Time
Entry Level

Job Responsibilities:           This is an exceptional opportunity for a talented individual who desires a team-based, fast-paced, professional environment. Our Financial Paraplanner/Research Analyst will support four financial planners and work with four support staff to help service our clients. This individual will be responsible for the following:

  • Building portfolio recommendations and managing custom investment models.
  • Researching and Monitoring of various investment portfolios.
  • Preparing and assisting in analyzing financial plans utilizing MoneyGuide Pro.
  • Developing and utilizing Excel spreadsheets to support job responsibilities and increase office productivity.
  • Preparing portfolio reports, market reports and updating financial plan summaries for client meetings.
  • Maintaining client relationships by assisting the team.

Brief Description of Ideal Candidate:                  We are seeking a friendly, detail-oriented professional who has outstanding communication skills and the ability to manage their time effectively when faced with a variety of deadlines. Candidate must be proactive, committed to continued industry education and able to utilize systems for tracking business. Candidate must possess self-starting and leadership skills.

Required Skills &

Qualifications:                      FINRA Series 7 Registration

                                                Life Insurance Licensed

                                                Three years of industry experience

                                                B.S. or B.A. Degree


Preferred Skills & Qualifications:                     

CFP®, CIMA, CPA or CFA Designation

Proficient with Microsoft Excel, Morningstar, fi360 and MoneyGuide Pro