The Harbor Group, Inc.
Bedford, New Hampshire
Jun 11, 2020
Sep 09, 2020
Employment Type
Full Time
Entry Level

The Paraplanner position is an ideal role for a detail oriented individual who is interested in pursuing a career with a growing financial planning firm and is willing to support and learn from a team of experienced advisors.  Harbor Group values each team member's contribution, invests in career goals and provides a competitive benefits package.

Daily activities will include:

  • Support team members in the delivery of financial planning to clients.
  • Assist in the preparation and development of comprehensive financial plans.
  • Generate financial reports by using financial planning and tax software as well as customer-relationship management and financial reporting tools.
  • Collect, input, and analyze data from insurance policies, retirement plans, estate documents, tax returns, and other relevant documents.
  • Effectively communicate with team members regarding project statuses.

  • Bachelor's degree strongly preferred.
  • 1-3 years of experience in financial services preferred.
  • Registered Paraplanner or equivalent designation is a strong plus, but not required
  • Solid communication, relationship building, and analytical skills
  • Demonstrate strong attention to detail.
  • Experience working within a team-based environment.
  • Effective and efficient time management.
  • Familiarity with software systems such as Naviplan, Salesforce, Orion, BNA Tax Planning and Microsoft Office is a plus.