Investment Paraplanner
$85kGoodwin Investment Advisory
Financial Paraplanner
Goodwin Investment Advisory is a growing wealth management firm dedicated to providing comprehensive financial planning and investment management services. We are committed to delivering exceptional client experiences and tailored financial solutions. At Goodwin Investment Advisory, we are a team that thrives when working together. We are dedicated to personal growth and eagerly contribute our unique abilities to the team. We enjoy life and enjoy having fun, but we also put our money where our mouth is and pursue financial freedom in our own lives. We are seeking a motivated and detail-oriented professional to join our team as a Financial Paraplanner and help make a meaningful impact on the lives of families across North Georgia. As a Paraplanner, you will play a critical role in supporting our advisory team by preparing financial plans, conducting research, and managing key client data. The ideal candidate is analytical, organized, and eager to grow within the financial planning profession. Our mission at Goodwin Investment Advisory is to lead people to financial peace, independence, and generosity. If you desire success, share our vision, and feel you can help our team go further, faster, we would love to hear from you! Customer Service & Client Support:
Handle customer service tasks, including responding to client inquiries and providing information
Open new accounts, create game plans, and track funding
Oversee financial planning software's maintenance, including account setup, profile edits, plan setup, and investment updates
Prepare meeting templates and information for advisors, including financial planning
Research client profiles and pertinent financial information
Support the financial planning process through data entry, research, and basic plan preparation using eMoney planning software.
Perform compliance tasks such as new account reviews and cash balance reports
Conduct random account reviews and maintain monthly trade blotters
Bachelor's degree
- 3+ years of professional experience in finance
- Required to be in office Monday-Thursday, work from home on Friday, if desired
- Experience using planning software and working with Fidelity, Schwab, or other custodial platforms
Why Join Goodwin Investment Advisory:
- Up to a 10% bonus
- Health, dental, and vision insurance
- NYSE holidays off
Goodwin Investment Advisory
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