Para-Planner Wanted: Join Our Dream Team!
Are you a financial whiz who can help retirees navigate their golden years without turning gray yourself? We’re a top-tier firm dedicated to retirees, and we’re on the hunt for a Para-Planner who values high standards and exceptional service as much as we do.
What’s the Gig? As a Para-Planner, you’ll support our advisors by preparing detailed financial plans, conducting research, and analyzing client data. Your day-to-day will include gathering information, building reports, and keeping clients’ financial plans in tip-top shape. You’ll also be the go-to for answering client queries and ensuring they have a clear understanding of their financial roadmap.
We’re not looking for someone with decades of experience, but if you have a solid background in financial planning, a keen eye for detail, and top-notch communication skills (without the finance jargon overload), we’re interested! You’ll be collaborating with a team that values your input and provides opportunities for growth.
We offer competitive pay, benefits, and a work environment where professionalism meets a bit of fun—because who says you can’t enjoy work while making a difference? If you're ready to bring your skills to a firm that appreciates both dedication and a good laugh, apply now, and let’s build something great together! This is NOT a remote position.
We are currently only considering applicants located in or near Glen Allen, VA. Out-of-area candidates will not be considered.
Compensation:
$45,000 - $65,000 yearly
Responsibilities:-
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Qualifications:-
Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- A Bachelor’s degree in business administration, finance, or a related field is required
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and Series 66 or 65
About Company
Through a truly customized, holistic, and collaborative approach to financial planning, we help families not only protect but grow their retirements. Honesty, integrity, and reliability are the North Stars of our organization, and as an independent advisory firm, we’re empowered to let those attributes guide us.
