Paraplanner

Paraplanner

Location: 800 Philadelphia Street Indiana, Pa 15701 Hours: Monday - Friday: 8AM-5PM (Additional hours as necessary to meet the objectives of the department)

Function: The Paraplanner provides critical technical and analytical support to Financial Advisors within the Financial Services division. This unlicensed position focuses on data analysis, financial plan preparation, research, and documentation support—without delivering direct investment advice or recommendations to clients. The successful candidate will hold a certification such as the Financial Paraplanner Qualified Professional (FPQP®) and thrive in a collaborative, detail-focused environment.

Duties and Responsibilities:

• Gather, organize, and analyze client financial information (e.g., balance sheets, tax returns, investment statements, insurance policies).
• Enter data into financial planning software to create scenarios, including cash flow projections, retirement planning, risk analysis, and investment modeling.
• Prepare comprehensive financial plans, reports, illustrations, and supporting materials for licensed Financial Advisors' review.
• Research investment products, tax strategies, estate planning options, and market trends to inform plan development.
• Assist with portfolio performance reviews, required minimum distributions (RMDs), and transaction tracking.
• Maintain accurate and confidential client records in compliance with bank policies and regulatory standards.
• Prepare materials for client meetings, including agendas, notes, and follow-up items.
• Collaborate with the team to update plans in response to client changes or market conditions.
• Handle administrative tasks related to planning processes, such as coordination and software maintenance.
• Perform additional duties as required.

Education: Requires a four-year college degree or equivalent. Finance, Business Management, Economics preferred. Required to Financial Paraplanner Qualified Professional or a Chartered Financial Planner Designation. To be obtained after hire Securities Licenses- Series 7, 65.

Experience: Requires up to two to five years general experience and specialized experience.

Physical Demands: This work can be performed at multiple locations. Operates a keypad device 80-90%, electronic equipment 10-20% of the day. Traveling 30-40%, 0-10% overnight stays. Primary parts of the body involved include fingers, thumb, hand, wrist(s), elbows. Sitting 70-80%, standing 0-10%, reaching above shoulders 0-10% of the day. Routinely lifts 0-10lbs 0-10%, maximum lift 0-10lbs 0-10% of the day. This work can be performed with reasonable accommodations request.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Salary Range: $17.52 - $38.87