What are the responsibilities and job description for the PARAPLANNER position at SFMG Wealth Advisors?
Job Title: Paraplanner
Position Summary
The Paraplanner position is an entry-level role to develop the necessary skills to analyze and build financial plans.
Level
Entry-Level
Candidate Characteristic/Disposition
The ideal candidate is a team player, eager to learn, detail-oriented, and able to prioritize and manage multiple projects.
Essential Functions Statement(s)
- Develop a general understanding of how to use firm platforms such as our CRM, Portfolio Management software, Schwab and Fidelity.
- Learn The SFMG Way and follow firm processes
- Enter data for new financial plans or plan updates in eMoney
- Prepare client review materials and financial planning reports
- Prepare financial analyses and research for various personal wealth management issues; including but not limited to retirement planning, investments, estate planning, tax planning, debt management and insurance
- Assist with follow-up items from client meetings, client projects and team projects
- Provide support to Lead Planners and Advisors
- Develop skills to present financial plans to Planners and Advisors
- Assist Planners in developing recommended strategies or solutions for achieving client goals and objectives
- Attend weekly Financial Planning team meetings and quarterly Wealth Management Committee meetings
Skills & Abilities
Education: Bachelor’s degree. Preferred field of study: Financial Planning, Finance, Accounting
Experience: 0-2 years
Computer Skills: Preferred but not required: Microsoft Office Suite (Outlook, Word, Excel, One Note, Teams)
Job Status: Full time
FLSA Status: Exempt
Position Eligible for Telework: Yes
Department (Team): Financial Planning
Work Schedule:
M-F; hours may vary by day between 8:00AM – 5:00PM
This position is located in Plano TX.
Competitive compensation based on experience. Strong benefits with health insurance, dental insurance fully paid by the employer for employee coverage and 401k and match available.
Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.
Instructions for applying for this position:
Please submit a cover letter and resume in Word or PDF format. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions, or your resume will be rejected. Thank you.
