Virtual Paraplanner

Jul 07, 2020
Aug 06, 2020
Employment Type
Part Time
Entry Level

Nifty Advisor Support is looking for the next superstar on our paraplanning team. We're searching for a CFP(r) Professional to manage communication and projects as a part of our Core and Paraplanning Plus offerings. If you love working on something different every day and never like to settle for boring, mundane work, this is the role for you.

What you do:

  • Accurately analyze and input data from financial statements into the advisor's planning systems-of-choice
  • Develop financial plans that are reviewed by our paraplanning team and your advisors
  • Analyze financial planning processes and give critical feedback on how advisors can implement best practices
  • Carry new advisors through the Nifty onboarding process and strategically analyze internal and advisor development activities
  • Work independently on a regular basis, but also collaborate with the Nifty team on meetings and via Slack
  • Manage and work directly with multiple advisors to fulfill ongoing retainer hours and assist the team, as needed

What we do:

  • Work whenever you want, as long as you communicate within the hours of 9am-5pm ET and meet deadlines
  • Provide the ability for you to learn in a fast-paced environment working alongside various industry professionals and RIAs versus with a traditional RIA firm
  • Provide the systems you need to successfully manage advisor relationships
  • Develop training and resources for you to succeed throughout your development with Nifty and within the industry

  • Must be a CFP(r) Professional
  • At least 3-5 years of customer service experience
  • Experience as a CSA/client service/in RIA operations, a plus
  • Excellent verbal and written communication skills
  • Strong technical, analytical, and relationship management skills
  • Experience working remotely or the ability to demonstrate reliability
  • Prefer individuals who are not W-2 employees with an RIA
  • Compensation dependent on experience, 1099 hourly