Paraplanner

Position Overview

We are looking for a Planning Specialist to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, exceptionally organized, and has a passion for helping others create sound financial plans.

$80,000.00/yr - $/yr

• Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other.
• Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations.
• Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients.
• Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients.
• Proactive collaboration with team members to maintain a positive, productive team environment.
• Assist financial advisors in preparing and updating comprehensive financial plans tailored to clients’ specific goals and needs.
• Analyze financial data related to clients' investment strategies, insurance coverage, retirement plans, and tax implications.
• Conduct research and create reports on various financial planning topics, including investment options and market trends.
• Collaborate closely with the team to ensure the delivery of exceptional client service and maintain accuracy in all planning deliverables.
• Utilize financial planning software and Microsoft Office to create and maintain client reports and presentations.
• Stay up-to-date on industry trends, regulations, and best practices to support client planning strategies.

• Experience:
  
  Minimum of 2 years in a financial planning role.
• Licenses:
  Series 7 and 66 licenses required.
• Education:
  
  Bachelor’s degree (or equivalent) preferred, with a focus in Finance, Financial Planning, or related field.
• Certifications:
  
  CFP designation strongly preferred, or a commitment to pursuing certification.

Associate

Full-time

Finance and Sales

Financial Services and Consumer Services