Paraplanner REMOTE

Overview My client is seeking an experienced and detail-oriented Paraplanner to support their financial planning team. In this role, you will work closely with senior financial planners to deliver high-quality financial advice and services to clients. Your responsibilities will include researching, preparing financial documents, analyzing client data, and assisting in the development of financial strategies. You will play a critical role in ensuring that all aspects of the financial planning process run smoothly, from research and documentation to client meetings, and follow up. What you'll bring to the firm Licensed Series 65 or 7/66 Life Accident and Health Licensing (or ability to obtain in first 90 days) Knowledge of financial planning principles, investment strategies, and risk management Proficiency in using advance planning in eMoney Experience working with individual clients or admin in Wealth Management What you’ll be responsible for Client Support: Assist senior financial planners in managing client relationships, ensuring client needs are met and expectations are exceeded. Research & Analysis: Conduct comprehensive financial research, including investments, tax strategies, estate planning, insurance, and retirement planning. Financial Reports & Proposals: Prepare and review detailed financial reports, including investment portfolio analysis, cash flow projections, and retirement plans. Generate recommendations that align with clients' financial goals. Document Preparation: Draft financial plans, client correspondence, and reports for review and presentation to clients. #J-18808-Ljbffr Masis Professional Group