Job Overview
We are seeking a knowledgeable and driven Para- Planner to join our financial services team. The ideal candidate will possess a strong background in financial planning and investment management, with a passion for helping clients achieve their financial goals. As a Para Planner, you will be responsible for developing customized financial strategies, managing client portfolios with directed trading , and providing expert advice on various financial matters.
Duties
- Assist in the develop and implement comprehensive financial plans tailored to individual client needs.
- Assist anf conduct thorough financial analysis to assess client portfolios and recommend adjustments as necessary.
- Provide guidance on investment strategies, including asset allocation and risk management.
- Manage cash flow and liquidity for clients, ensuring optimal cash management practices.
- Utilize financial software to analyze data and generate reports for client presentations.
- Conduct ongoing research to stay informed about market trends, investment opportunities, and regulatory changes.
- Build strong relationships with our Financial Advisory team through regular communication and follow-ups.
- Collaborate with other professionals in the firm to deliver holistic wealth management solutions.
Experience
- Proven experience within the financial services industry is preferred.
- Strong mathematical skills with the ability to perform complex calculations accurately.
- Familiarity with financial analysis techniques and tools.
- Knowledge of wills, trusts, estate law, and related legal frameworks is advantageous.
- Experience with Securities Trading is beneficial
- Experience in cash management practices is beneficial.
- Proficiency in using financial software for analysis and reporting purposes.
- A solid understanding of financial planning principles is essential.
- Technical accounting knowledge will be considered an asset.
If you are passionate about finance and dedicated to aiding our advisors navigate our clients wealth management journey, we encourage you to apply for this exciting opportunity.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Financial planning services
- Health insurance
- Health savings account
- Paid time off
- Relocation assistance
- Retirement plan
Experience:
- Wealth management: 2 years (Preferred)
License/Certification:
- Securities Licenses (Preferred)
Ability to Commute:
- Fort Wayne, IN 46825 (Preferred)
Ability to Relocate:
- Fort Wayne, IN 46825: Relocate with an employer provided relocation package (Preferred)
Work Location: In person
