What are the responsibilities and job description for the Paraplanner position at Beratung Advisors?
Generational Planning for Yinz
Pittsburgh, PA | In person, Penn Hills headquarters | 2 openings
Are you looking for growth and development in your career? We are looking for two motivated team members to join our growing team as Paraplanners.
This team member is responsible for supporting our financial planning team with document review, plan building, and day to day planner support.
- Prepare, review, and organize client documents and financial plans
- Build financial planning analyses and materials in support of our Financial Planners
- Assist with client servicing and ongoing plan maintenance
- Learn our planning process end to end as the foundation for long term growth here
- A fast paced, growing team of financial planners focused on empowering our clients to make informed financial decisions
- Dynamic team culture with opportunities to learn and grow
- Leadership development curriculum and growth plan for all team members
- We strive for our team members to feel fully known, fully loved, and fully challenged
- Weekly team trainings on financial planning and tools to equip and empower our team to execute our mission
- Annual team retreat to foster growth and development
- A personalized growth and development plan for each team member with clear directions for career progress
- A fast paced environment with multiple projects going on simultaneously
- Deep, detailed work where accuracy matters more than speed
- Adherence to established guidelines and procedures is important
- Open, flowing communication with and through others, especially in a helping role
- A team environment: must be willing to jump in and roll up your sleeves to help out when necessary
- Leading by example
- 1 to 4 years of experience in financial planning, wealth management, or a closely related role
- Real, hands on exposure to financial planning work
- Strong attention to detail and follow through
- Desire to grow and develop
- Experience with eMoney, Holistiplan, or similar planning software
- Progress toward or intent to pursue the CFP® designation
- Competitive salary with bonus
- 401(k) with up to 4% match after 180 days
- 2 weeks paid vacation
- 5 paid sick and personal days
- All Federal holidays that fall on a work week, paid time off
- 6 weeks paid and 6 weeks unpaid maternity and paternity leave
- $2,500 adoption assistance
- Employer-paid low-deductible health insurance
- Long term disability and life insurance, effective after 90 days for all full-time employees
- Qualified charitable donations matched, up to $1,000 per year
- 4 growth and development books per year
- Paid Financial Planning Association membership
- Paid CFP® certification renewal
- Can qualify to have coursework for the CFP® exam paid for
- Annual TeachPassion Summit at no cost
- Pastoral support through a company chaplain
Base salary range: $50,000 to $75,000, based on skills and experience. Additional bonus eligible based on team performance.
Our firm values radical transparency. Too many firms in our profession promise you a bigger salary down the road, and you end up feeling lied to. That is why we built our salary model and published it. On our website you can see a minimum salary level based on your years with the firm, before you ever apply. It is a floor, not a ceiling. Our team members consistently earn more than the model based on the skills they develop.
We are not your typical financial firm, and we never want to be. Beratung Advisors is a faith-based, people first company on a mission to change lives through financial planning. We believe in honoring others, doing life together, and getting 1% better every day. Our why is to educate and empower people so that they can pursue their goals and live a fulfilling life.
- Faith-based and family oriented
- Flexible work hours with real-life balance
- Visionary leadership focused on having a community impact
- Financial planning first, investments second
- Your effort is seen, acknowledged, and appreciated
- We evolve fast, and we do not live in the status quo
- You are not a cog in the machine. We are the machine.
Most firms hire paraplanners to do paperwork forever. We hire paraplanners to become planners. There is a defined path from Paraplanner to Financial Planner here, with the steps written down, not a vague someday.
Three to five years from now you are not still doing data entry. You are a CFP® track Financial Planner with real client relationships, real technical ability, and a team that funded your growth at every step. We are betting on you as much as you are betting on us.
Greg Furer, CFP®, Founder and Visionary. Sets where this firm is going and why. He owns our vision, our culture, and our biggest relationships, and he is in the building.
Timothy Sparks, Integrator. Runs the firm day to day. He leads, manages, and holds the team accountable, and he will be your direct manager.
Scott Steiner, CFP®, Director of Financial Planning. Owns our financial planning process. He is who you will learn the craft from, hands on, every week.
- Together: We strive to work together to empower others.
- Everyday learner: We strive to educate our clients and ourselves every day.
- Always evolving: We strive to create personalized plans with adaptable strategies for the success of our clients and our team.
- Contagious generosity: We strive to be good stewards and share our blessings with others.
- Honor others: We strive to honor others by serving them.
- Passion: We love life, financial planning, our clients, and our team. Our deep passion fuels our work and guides us to what we do.
"We are Netflix vs Blockbuster. If we advance our vision together, we could have ripple effects for our community and our profession." Gregory Furer, CFP®, Founder and Visionary, Beratung Advisors
Salary : $50,000 - $75,000