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Paraplanner/Financial Planning Analyst

Company: HRCoach
Location: White Plains
Posted on: September 4, 2018

Job Description:

A growing and dynamic, comprehensive financial advisory practice in White Plains, NY, is seeking an experienced Paraplanner for its team. If you're interested in being part of a successful, forward-thinking, client-centric financial planning firm, continue reading.
Key Responsibilities
Case Analysis

  • Collect data from clients for financial plans
  • Enter data using applicable software into computer
  • Examine data, inventories or initial schedules for accuracy and completeness
  • Review and interpret financial statements
  • Perform numerical calculations
  • Prepare preliminary financial planning recommendations and data entry for all financial planning tools and calculator engine
  • Type Goals & Recommendations for plans and print S&P reports
  • Check/Research Cost Basis for tax info
  • Run Life Insurance & Long Term Care proposals
  • Portfolio construction and investment management
  • Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
  • Prepare additional materials for client meetings as assigned by Advisors Implementation
    • Financial Plan coordination/liaison with PlanSource
    • Plans-to-Date: Progress Tracker (entire Financial Planning Process)
    • SPS Reviews and Deliverables / Responsible for SPS Letters
    • Maintain contact during the financial planning process
    • Review and update client information as needed for client review meetings
    • Attend and participate in client meetings as necessary
    • Execute trades
    • Support resolution of client service items
    • Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts.
    • Set up and maintain client management system
    • Write notes or letters to clients on personal letterhead of administrative nature only
    • Able to utilize and understand unique tools and processes Key Traits of a Successful Paraplanner
      • Direct attention to detail and organization
      • Effective communication other advisors/staff
      • Effective and efficient time management
      • Polite and clear phone manner
      • Ability to multi-task
      • Ability to adhere to rules and regulations as stated and required by Advisor and FINRA
      • Ability to support and provide guidance for compliance within the Advisor s Practice
      • Positive attitude and sincere willingness to constantly learn and grow You must be sincerely interested in the financial services industry, with an individual path to growth and development. Successful candidates will have a desire to work both independently as well as within a team, and be able to actively participate every day.
        Please provide your cover letter, resume, and compensation preferences when responding.

        Associated topics: analyst, analyze, bi, business intelligence, financial analytic, investment analytics, investment fund, law, refinement, strategy

        Keywords: HRCoach, White Plains , Paraplanner/Financial Planning Analyst, Accounting, Auditing , White Plains, New York

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