Summary: Batie & Company Capital Management LLC, a financial services firm, is looking for an experienced, motivated, and positive-minded professional to join our growing and expanding Financial Planning Team as a Paraplanner.
Responsibilities:
Financial Plan Preparation: Assist financial advisors in gathering client data and preparing comprehensive financial plans, including retirement planning, investment analysis, tax planning, and estate planning.
Research and Analysis: Conduct research and analysis on various financial products, investment strategies, and market trends to support recommendations provided to clients.
Client Communication: Maintain regular contact with clients by phone, email, and in person to gather needed information, provide status updates, and answer questions.
Meeting Support: Prepare client meeting materials, including presentations, reports, and investment proposals.
Implementation Support: Collaborate with internal teams to ensure accurate and timely implementation of financial plans and recommendations.
Documentation and Compliance: Maintain client records and documentation in compliance with regulatory requirements and internal policies.
Administrative Support: Provide administrative support to financial advisors, including scheduling client meetings, managing client communications, and handling account paperwork.
Continuing Education: Stay current with industry regulations, compliance requirements, and best practices in financial planning.
Requirements:
Bachelor's degree in finance, economics, business, or related field.
CFP or CFA preferred.
Minimum of 2-3 years of experience in a financial planning or wealth management role.
Strong understanding of financial planning concepts, investment principles, and tax strategies.
Proficiency in financial planning software, such as Orion Planning, eMoney, MoneyGuidePro, and Microsoft Office Suite.
Excellent analytical skills with the ability to interpret complex financial data and communicate findings effectively.
Detail-oriented with strong organizational and time management skills.
Ability to work independently and collaboratively in a fast-paced, client-focused environment.
Series 7 and 66 licenses preferred.
Preferred Skills:
Strong attention to detail and problem-solving skills.
Superior written communication skills.
Positive internal/external customer service and teamwork attitude.
Solid time management skills and ability to meet deadlines.
Previous experience with estate planning CRM systems preferred (i.e., Clio).
Benefits:
Competitive salary
Comprehensive benefits package including health, dental, and vision insurance.
Retirement savings plan
Paid time off and holidays
How to Apply: If you are interested in joining our team as a Paraplanner and contributing to our mission of helping clients achieve their financial goals, please submit your resume and cover letter through our online application portal.
Priority Financial Group is an equal-opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply. Thank you for considering Priority Financial Group as your next career destination. We look forward to reviewing your application!