What are the responsibilities and job description for the Paraplanner REMOTE position at Masis Professional Group?
My client is seeking an experienced and detail-oriented Paraplanner to support their financial planning team. In this role, you will work closely with senior financial planners to deliver high-quality financial advice and services to clients. Your responsibilities will include researching, preparing financial documents, analyzing client data, and assisting in the development of financial strategies. You will play a critical role in ensuring that all aspects of the financial planning process run smoothly, from research and documentation to client meetings, and follow up.
What you'll bring to the firm:
- Licensed Series 65 or 7/66
- Life Accident and Health Licensing (or ability to obtain in first 90 days)
- Knowledge of financial planning principles, investment strategies, and risk management
- Proficiency in using advance planning in eMoney
- Experience working with individual clients or admin in Wealth Management
What you’ll be responsible for:
- Client Support: Assist senior financial planners in managing client relationships, ensuring client needs are met and expectations are exceeded.
- Research & Analysis: Conduct comprehensive financial research, including investments, tax strategies, estate planning, insurance, and retirement planning.
- Financial Reports & Proposals: Prepare and review detailed financial reports, including investment portfolio analysis, cash flow projections, and retirement plans. Generate recommendations that align with clients' financial goals.
- Document Preparation: Draft financial plans, client correspondence, and reports for review and presentation to clients.
Salary : $80,000 - $85,000