Paraplanner
- Hiring from
- Probably Worldwide
- Work type
- Remote
- Posted
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About Us
Ivy Way Placements offers a
comprehensive suite of services tailored to meet the needs of both job seekers
and employers. Our primary services include:
* Talent Acquisition: Connecting highly
skilled finance professionals with leading firms.
* Career Coaching: Assisting candidates in
navigating their career paths within the finance industry.
* Client Consulting: Advising companies on
best practices for recruitment and talent retention.
* Wealth Management Guidance: Providing
expertise in financial planning for both individual clients and corporate
entities.
Job Description
This is a remote position.
Seeking a Paraplanner to be a key member of our team, providing service to our clients, strategic partners, and our consulting team. This is an excellent opportunity to work with a small group of experienced financial planners and gain experience in collaborative boutique setting serving both HNW and ultra HNW individuals/families. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed.
As a Paraplanner, you will be responsible for new and existing business cases management. In addition, you will play a central role in our data management process (collecting, organizing, exploring, modeling & reporting) as related to case management, financial planning, and investment analysis. Furthermore, you will collaborate with internal and external third-party experts that round out a client’s professional roster. Finally, delivering outstanding service to build and maintain client loyalty. You will work closely with our team to achieve client, team and individual objectives.
Roles and Responsibilities:
The key areas of responsibility include:
- Prepare(s) client financial statements/documents from client document production(s)
- Assist planning team in developing client solutions to financial/investment/tax/estate planning opportunities
- Cash Flow Modeling
- Portfolio Risk Modeling
- Assist with creation of business reports in SFDC for case management, goal and revenue tracking
- Assist in client casework that requires the ability to research, learn and produce a presentation that can be received and understood by a client
Requirements
-7+ years minimum experience as a Paraplanner
-Undergraduate degree is Required
-Previous experience with RIA preferred
Competencies:
-Acts with integrity and must be able to maintain confidentiality
-Displays high level effort and commitment towards performing work
-Accurate, organized and highly detail oriented
-Shows understanding, friendliness, courtesy, tact and empathy to people from various backgrounds
-Strong communication skills
Software usage & proficiency:
-Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.)
-Orion
-Salesforce
-Right Capital (or similar)
-Hidden Levers (or similar)
Benefits
-Competitive compensation
-Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth
-Open and supportive team-based environment
-Full medical, dental, vision benefits
-Fully stocked kitchen
-Fun events such as: Annual trips, happy hours, annual golf tournament, and so much more!