Paraplanner

Location: Willoughby Hills, OH

Compensation: $75,000 - $85,000

Status: Full-time, in office

We are an independent wealth management firm that has been guiding pre-retirees, retirees, widows, and businesses throughout Northeast Ohio and nationwide for decades. With broad experience in every aspect of financial and retirement planning, we deliver an integrated plan including tax and estate planning, maximizing social security benefits, investment management and protecting loved ones.

As a tight knit, service-oriented team, we work collaboratively to bring our values to life each day: hard work, humility, integrity, optimism, responsiveness and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to our clients so that they always feel they are receiving our utmost attention. Being their advocate is the highest honor for us.

We are excited to have an opportunity to welcome a new Paraplanner to our team! If you have experience as a Paraplanner and love solving problems, we would love to hear from you. We enjoy collaborative efforts and welcome teammates who think analytically and develop strategies.

The attributes that we look for in teammates include:

• Strong interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
• Client first attitude
• Problem solving and strategic thinking
• Strong organizational skills
• Anticipating the needs of clients and advisors
• Desire to be a long-term contributing member of the team
• Strong attention to detail
• Positive attitude, team player

Interested in more details? As a Paraplanner, you can expect to:

• Act as the primary client relationship manager or work in a support role with the advisor
• Handle client-facing situations with curiosity and empathy to build trust and client confidence
• Prepare for client meetings
• Participate and listen carefully in client and planning meetings and execute or hand off tasks
• Follow-up with clients as needed
• Work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
• Escalate account or investment problems and bring to the attention of the senior advisor as needed
• Maintain comprehensive communication records using a contact management system
• Become proficient in using a variety of portfolio analytics and financial planning software applications
• Stay current on trends in the financial planning area
• Research financial planning topics as needed
• Demonstrate job stability and career progression

Qualifications for this role include:

• Bachelor’s degree
• 5 plus years in the wealth planning industry, 2 plus years in role
• Excellent communication and relationship management skills
• Heavy client facing experience
• Strong computer skills and experience with Microsoft Office and some financial planning software
• Demonstrated job stability and career progression
• CFP certification a plus
• Experience with life insurance, Medicare and tax planning
• Social Security expertise a plus

Get in touch today so that we can get to know you! As a Paraplanner in the financial services industry, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

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