Para-planner

Job Description

Job Description

Legato Financial Group (LFG) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. LFG is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations. The Financial Planning Analyst we choose will be intelligent, articulate, pleasant, dependable and bring a great attitude to work every day.

Job Description:

The Para-planner plays a critical role in supporting investment advisors by preparing comprehensive financial plans, conducting research, managing financial software integrations, and ensuring seamless client communication. This position requires strong analytical skills, proficiency in financial planning software, and the ability to provide exceptional administrative and planning support throughout the financial planning process.

Responsibilities/Tasks:

1. Financial Planning & Analysis

• Prepare comprehensive financial plans aligned with client goals using eMoney software.
• Monitor client progress through the financial planning process, ensuring timely preparation for each phase.
• Conduct in-depth research on financial products and funds to model financial scenarios using Nitrogen software.
• Update financial plans to reflect changes in client circumstances and objectives.

2. Client Communication & Support

• Maintain regular communication with clients, including weekly updates on financial plan status and collecting required information.
• Collaborate with Service Advisors to prepare and update Retirement Blueprint eMoney reports for annual client reviews.
• Develop professional Executive Summaries using Adobe for client presentations.

3. Administrative & Sales Support

• Provide ad-hoc materials to support investment advisors during the sales process.
• Work with New Business teams to prepare for account openings and transfers.
• Proactively monitor advisors' calendars to ensure they have all necessary materials for upcoming meetings.
• Collaborate with investment advisors to enhance sales and service processes.

4. Software & Technology Management

• Demonstrate expert proficiency in eMoney software for seamless plan preparation and management.
• Manage eMoney integrations to maintain accurate and up-to-date client portals.
• Understand and execute the LFG process from start to finish for all clients.

5. Specialized Planning Tasks

• Prepare and update Retirement Blueprints for clients, ensuring accuracy and relevance.
• Coordinate with Service Advisors to review and refine financial plans.

Minimum Requirements:

• 3+ years retail financial services experience and familiarity with financial products
• Experience with MS Office, Adobe and financial planning software
• Excellent written and verbal communications skills both in person and via phone
• Proactive mentality, positive attitude, and consistent follow through
• Highly intelligent, strong organizational skills and attention to detail
• Ability to work independently with good time management and critical thinking skills

Additional preferred skills:

• Certified Financial Planner (CFP) designation
• Experience with Salesforce CRM
• Advanced proficiency with financial planning software (eMoney, Nitrogen, etc.)
• 2+ years working in a fast-paced financial office/RIA environment

Commitment: 40 hours per week, 8am-5pm with some flexibility for remote work.  

Compensation: Starting salary range for this position is $65,000-$75,000 with a 10% bonus potential based on company and individual performance. Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule and 10 paid holidays!