Para-Planner Wanted: Join Our Dream Team! Are you a financial whiz who can help retirees navigate their golden years without turning gray yourself? We’re a top-tier firm dedicated to retirees, and we’re on the hunt for a Para-Planner who values high standards and exceptional service as much as we do. What’s the Gig? As a Para-Planner, you’ll support our advisors by preparing detailed financial plans, conducting research, and analyzing client data. Your day-to-day will include gathering information, building reports, and keeping our clients’ financial plans in tip-top shape. You’ll also be the go-to for answering client queries and ensuring they have a clear understanding of their financial roadmap. We’re not looking for someone with decades of experience, but if you have a solid background in financial planning, a keen eye for detail, and top-notch communication skills (without the finance jargon overload), we’re interested! You’ll be collaborating with a team that values your input and provides opportunities for growth. We offer competitive pay, benefits, and a work environment where professionalism meets a bit of fun—because who says you can’t enjoy work while making a difference? If you're ready to bring your skills to a firm that appreciates both dedication and a good laugh, apply now and let’s build something great together! Responsibilities: • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: • A Bachelor’s degree in business administration, finance, or a related field is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Compensation: $45,000 - $65,000

•