If you are experienced in the financial services and the wealth management industry, you currently hold or are pursuing a CFP designation, and you are detail-oriented and great with clients, we want to talk to you!
We are True North Retirement Advisors, LLC. A vibrant and growing independent fee-only financial advisory practice, specializing in comprehensive retirement and exit planning for small business owners and their families.
As an Associate Paraplanner, you will play a central role in the execution of client-related service work, building financial and retirement plans for clients, and supporting the firm's lead advisors. Abundant opportunities for growth exist for talented and hard-working employees, without the pressure of production quotas or commission sales!
Responsibilities and Duties:
Provide Ritz-Carlton quality service to clients
Support lead advisors by performing the following tasks:
Create and send client reports
Open, update, and maintain client accounts
Prepare for client meetings
Attend client meetings
Maintain detailed notes & manage tasks in CRM (Junxure)
Maintain client files
Process client paperwork
Fulfill client requests
Prepare and send client correspondence
Answer phones & screen client calls
Process trades and monitor the firm’s proprietary investment models
Consult with clients on benefits analysis related to pensions, Social Security and Medicare
Assist with operational projects
REQUIRED: BA/BS degree, preferably in business, finance, or economics
REQUIRED: Currently pursuing or currently hold a CFP designation & Series 65 license
Advanced knowledge of financial account types, investments, and financial & retirement planning topics
Experience working with financial planning software (MoneyGuidePro experience preferred)
Proficiency with MS Office and CRM systems
Additional Salary Information: Flexible hours with the opportunity to work from home 1 day/week; Medical, dental, & vision plan; 401(k) plan with a generous match; Abundant opportunities for career advancement in our growing firm!
About True North Retirement Advisors
We are an independent, fee-only financial advisory firm on a mission to help 300 small business owners successfully transition into retirement during the next 10 years! We have big plans to grow our firm and have a real impact on our clients' lives, and we need the help of A+ superstar employees to help us on our mission!