Financial Paraplanner
Company: Vantage Point Financial
Location: Downers Grove
Posted on: October 26, 2024
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Job Description:
Vantage Point Financial is looking to add a key team member to
our organization. We are seeking a Paraplanner who is ready to help
an already thriving company continue to grow. The ideal candidate
is hard-working, success-oriented, and detail-focused. We're
looking for someone with a "team player" mentality who values
collaboration and wants to contribute to a firm that empowers its
clients, employees, and community to achieve beyond what they
thought possible.
Responsibilities:
As a Paraplanner, you will play an important role in supporting our
advisors and delivering an exceptional client experience. Your
responsibilities will include:
Responsibilities
--- Prepare financial analyses and financial plans for clients
--- Assist with the analysis, rebalancing, and administration of
client investment portfolios
--- Conduct investment research, reporting, and analysis
--- Provide support for processing client service needs
--- Assist with the creation and implementation of workflows and
procedures to improve efficiency and enhance the client
experience
--- Manage RMDs for qualified client accounts
--- Support tax-planning initiatives for a wide variety of
clients
--- Develop effective working relationships with team members and
internal departments to provide best-in-class service for
clients
--- Participate in client sales and informational events/venues as
needed
--- Actively participate in pre and post-client meeting support for
the advisor team
--- Provide thorough, high-quality research, problem-solving, and
issue resolution
--- Generate various daily, weekly, monthly, and annual reports for
financial advisors/office
Knowledge, Skills, & Abilities
--- Strong organizational skills and attention to detail
--- Excellent communication skills, both verbal and written
--- Self-directed initiative and ability to work independently
--- Resourcefulness in problem-solving and managing client
concerns
--- Experience in the financial industry, with proficiency in
managing confidential paperwork and client interactions
--- Ability to thrive in a fast-paced environment while
prioritizing tasks effectively
Qualifications:
Qualifications
--- Current CFP or CFP Candidate In-Process is a plus
--- 3+ years of experience in a similar role preferred
--- Experience with RightCapital, Holistiplan, Kwanti, and
Riskalyze is a plus
--- SIE (Securities Industry Essentials) Certification is a
plus
--- FINRA Series 65 Securities Licensing (must be active & in good
standing)
--- Life & Health Insurance Licensing is a plus
--- Prior experience processing confidential paperwork and
interacting with clients in an office setting
--- Intermediate to advanced computer skills, including financial
software and databases
--- Bachelor's degree preferred, or equivalent experience
About Company:
About Vantage Point Financial
Vantage Point Financial, LLC is a fast-growing holistic financial
planning firm in Lisle, IL. We provide comprehensive financial
planning services to create individualized plans that work for our
clients at every stage of life. We also want to help you reach your
full potential! We are looking for hard-working candidates with a
passion for financial planning and who genuinely enjoy making a
difference in people's lives.
Benefits:
Competitive salary and performance-based incentives.Comprehensive
health and dental insurance coverage.Generous retirement savings
plan with employer contributions.Continuing education and
professional development opportunities.Access to cutting-edge
financial planning tools and technology platforms.Opportunities for
career advancement and progression within the organization.
Keywords: Vantage Point Financial, Downers Grove , Financial Paraplanner, Accounting, Auditing , Downers Grove, Illinois
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