(Remote) Paraplanner

Paraplanner Position
This is a remote position. Seeking a Paraplanner to be a key member of our team, providing service to our clients, strategic partners, and our consulting team. This is an excellent opportunity to work with a small group of experienced financial planners and gain experience in collaborative boutique setting serving both HNW and ultra HNW individuals/families. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed. As a Paraplanner, you will be responsible for new and existing business cases management. In addition, you will play a central role in our data management process (collecting, organizing, exploring, modeling & reporting) as related to case management, financial planning, and investment analysis. Furthermore, you will collaborate with internal and external third-party experts that round out a client's professional roster. Finally, delivering outstanding service to build and maintain client loyalty. You will work closely with our team to achieve client, team and individual objectives.
Roles and Responsibilities: The key areas of responsibility include:

Prepare client financial statements/documents from client document production(s)
Assist planning team in developing client solutions to financial/investment/tax/estate planning opportunities
Cash Flow Modeling
Portfolio Risk Modeling
Assist with creation of business reports in SFDC for case management, goal and revenue tracking
Assist in client casework that requires the ability to research, learn and produce a presentation that can be received and understood by a client
Requirements:

• 7+ years minimum experience as a Paraplanner
• Undergraduate degree is required
• Previous experience with RIA preferred

Acts with integrity and must be able to maintain confidentiality
Displays high level effort and commitment towards performing work
Accurate, organized and highly detail oriented
Shows understanding, friendliness, courtesy, tact and empathy to people from various backgrounds
Strong communication skills
Software usage & proficiency:

Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.)
Orion
Salesforce
Right Capital (or similar)
Hidden Levers (or similar)
Benefits:

Competitive compensation
Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth
Open and supportive team-based environment
Full medical, dental, vision benefits
Fully stocked kitchen
Fun events such as: Annual trips, happy hours, annual golf tournament, and so much more!