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About Us:
The Planners Inc is a values-based financial planning firm with a close-knit team dedicated to providing exceptional care to our clients. Our team prioritizes people over profit, ensuring every client receives personalized and compassionate financial guidance.
Position Overview:
We are seeking a Paraplanner with a path to becoming a Financial Planner. This role involves conducting review meetings for simpler planning clients, handling planning tasks, and managing administrative responsibilities. The ideal candidate is enthusiastic about learning and working with money, enjoys a people-facing role, and is committed to professional growth.
Key Responsibilities:
1. Conduct review meetings for planning clients.
2. Assist the Partners with planning tasks and meeting review prep.
3. Manage administrative tasks, including website maintenance.
4. (Optional) Develop and execute financial plans for your own contacts.
Requirements:
- Ability to meet and communicate effectively with all clients.
- Passion for helping people and a genuine interest in their financial well-being.
- Enthusiasm for learning and working with financial concepts.
- Obtain Series 65 certification.
- Willingness to work towards obtaining a life and health insurance license.
- Willing to relocate to Fort Collins, CO.
Ideal Characteristics:
- Progress towards or possession of financial credentials.
- Desire to grow within the firm and pursue a path to partnership.
- Commitment to contributing to the firm's growth.
- Prior industry experience is a plus.
Compensation and Benefits:
- 30 hours per week, with potential for up to 50 hours during review periods, eventually working up to full-time.
- Salary: $40,000 annually, with opportunities for expansion if new business is brought in.
- Semi-annual performance bonuses.
- Flexible PTO.
Full Time
$70k-84k (estimate)
06/01/2024
06/19/2024
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.