Paraplanner

Location: Brookfield, WI – In office

Hours: Monday – Friday, 8:00 am CT – 4:30 pm CT

Compensation: $70,000 – 80,000, based on experience

We are a holistic financial planning practice with the privilege of serving the needs of  families and individuals, headquartered in Brookfield and with clients in over 35 states. We’re excited to have an opportunity to welcome a new Paraplanner to our team! If you enjoy analyzing client’s financial information and identifying and solving problems, we would love to hear from you! We are happy to share what we have learned over the years while embracing the unique points of view that new teammates bring to the table.

The attributes that we look for in teammates include:

• Passionate about serving clients and their financial lives
• High detail orientation with sensitivity to the balance between quality and quantity of work done
• Excitement about the value of excellence in supporting functions
• Desire to continuously learn and master the details of the financial planning function and process
• Coachability and pride in work well done
• Commitment to caring about others and exceeding their expectations
• Careful listening skills
• Respect for compliance regulations and established procedures
• Ability to improve upon established processes
• Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
• Flexibility and openness to work on assignments with people across the firm
• Strong communication and interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
• Desire to be a long-term contributing member of the team
• A long view of the opportunities presented by the firm and the industry overall

Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with experienced advisors to tackle complex financial, estate, and tax planning situations and deliver an experience to clients that is second to none. This is what we call fun!

As a Paraplanner, you can expect to:

• Provide technical support to three seasoned advisors
• Prepare for meetings with top clients, review client meeting notes, complete follow up tasks, generate reports, and correspond with clients
• Participate and listen carefully in meetings and translate the discussions into a strategy for data collection and analysis to help drive financial planning efforts
• Complete accurate financial plans using the firm’s customized planning tools
• Perform analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, insurance and risk  management planning, asset allocation, asset protection, etc.
• Own the implementation of client planning strategies
• Develop client deliverables and reports in a timely, accurate, and informative manner
• Respond to client service needs throughout the year, being particularly attuned to the needs of clients’ next generation family members
• Stay current on trends in the financial planning area
• Recommend new or updated tools and resources to keep the firm on the cutting edge (regarding customer relationship management tools, trading models, etc.)
• Participate in events designed to strengthen bonds with clients

Qualifications for this role include:

• Minimum of three years of experience in the industry, with one year in a planning role
• Bachelor’s degree in a related discipline required
• Series 7 and 66 within 9 months of hiring
• SIE® (Securities Industry Essentials®) within 3 months of hire
• Life and health insurances licenses within 6 months of hire
• Outstanding detail-orientation and communication skills
• Ability to be effective and productive while working independently
• Strong desire to learn and build a career
• Strong computer desktop skills are required (e.g., MSOffice Suite, RightCapital, Riskalyze, Holistiplan) 
• Demonstrated job stability

If you are interested in building a career with a boutique financial planning firm, you will be supported as you develop the knowledge and skills to become a long-term contributing member of the team. Paraplanners who have long-term goals to become financial advisors (i.e., in 5+ years) will be supported in pursuing the qualifications necessary and be given opportunities to transition into advisory roles as they master increasing levels of responsibility in the organization. Similarly, if your career interests point you in the direction of increasing responsibility in the planning field, you will be fully supported. Your commitment to the firm will be reciprocated by the firm’s investment in you and your future!

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you!