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We are currently seeking an entry-level Financial Paraplanner to join our team! You will conduct quantitative analyses of various investment and financial programs.
Financial Paraplanners are primarily responsible for assisting financial planners and associate financial planners in a wide range of tasks and services. Paraplanners work by using computer software and a printer to assemble meeting documents, produce financial reports, and update and maintain financial data in financial planning software. They also prepare documents such as investment management agreements, financial planning agreements, account applications, and account transfers.
Generally, financial paraplanners conduct client-specific research and other work assigned by financial planners or their associates. Paraplanners must maintain client files in database systems, conduct research to answer questions for clients and supervisors, and assemble documents such as agendas, performance reports, investment detail reports, financial planning scenarios, and insurance and beneficiary designation inventories for meetings with clients.
Financial paraplanners also help solve service problems with clients by working with custodians, trustees, mutual fund companies, brokers/dealers, and other third-party administrators. During the tax season, they provide support by doing cost-basis research for securities transactions, including delivering IRS Forms 1099 to clients, reporting management fees, and calculating required minimum distributions.
Aspiring financial paraplanners should have report-writing skills and the ability to conduct research and analyze statistics. They should also have time-management skills, in-depth understanding of federal and state compliance issues, and excellent information technology (IT) skills. Finally, financial paraplanners should have an undergraduate degree in a business-related field and prior experience in financial planning; they should attain the FINRA Series 7 and 66 within one year and seek to obtain other financial planning credentials, such as the CFP designation.
Responsibilities:
Qualifications:
Hybrid Schedule! Tuesday, Wednesday, and Thursday in office. Monday & Friday are remote.
Job Type: Full-time
Benefits:
Schedule:
Ability to Relocate:
Work Location: Hybrid remote in Chattanooga, TN 37421
Full Time
$52k-64k (estimate)
04/30/2024
05/16/2024
The following is the career advancement route for Financial Paraplanner positions, which can be used as a reference in future career path planning. As a Financial Paraplanner, it can be promoted into senior positions as an Accounts Payable Clerk II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Paraplanner. You can explore the career advancement for a Financial Paraplanner below and select your interested title to get hiring information.