What are the responsibilities and job description for the Paraplanner position at Secure Money Advisors?
Job Title: Paraplanner / Jr. Advisor
Location: Zelienople, PA
Job Type: Full-Time, Monday - Friday, 8:30 AM - 5:30 PM
Job Summary:
We are seeking a highly organized and analytical Paraplanner to support our financial planning team in delivering high-quality financial planning and insurance advice. The ideal candidate will play a vital role in developing customized financial plans, conducting detailed product research, and ensuring regulatory compliance.
This position will require you to obtain your FINRA Series 65 licensure and a Pennsylvania Life, Accident, & Health Producer License, as the role involves providing planning support that may include investment advisory and insurance product recommendations. This position will open the opportunity for you to develop into a senior advisor.
Key Responsibilities:
- Collaborate with financial advisors to prepare personalized financial plans for clients, including investment strategies, insurance analysis, and retirement planning
- Conduct research on investment products, insurance solutions, estate planning tools, and other financial strategies
- Create client reports and financial projections using planning software and modeling tools
- Prepare documentation and reports for client meetings, ensuring accuracy and clarity
- Maintain compliance with SEC and state insurance regulations
- Liaise with product providers, custodians, and insurance carriers to gather relevant data
- Update client information and financial records in CRM and planning systems
- Track follow-ups and ensure timely plan implementation and documentation
Qualifications:
- Bachelor's degree in finance, economics, accounting, or a related field preferred
- Minimum of 2 years of experience in a paraplanning or financial planning support role
- Strong understanding of investment and insurance products, financial planning principles, and compliance requirements
- Proficient in financial planning software (e.g., eMoney, Riskalayze, Morningstar, or similar) and CRM systems
- Exceptional attention to detail, organizational, and communication skills
- Ability to obtain your CFP® designation within the first 3 years of your employment
Preferred Qualifications:
- CFP® designation
- FINRA Series 65 license (or the ability to obtain within 4 months of hire date)
- Maryland Life & Health Insurance Producer License (or the ability to obtain within 4 months of hire date)
- Experience working in a fee-based or fiduciary financial planning environment
- Familiarity with Maryland-specific insurance and financial regulations
What We Offer:
- Competitive salary and benefits package
- Professional development support and continuing education opportunities
- Collaborative and client-focused work environment