Financial Paraplanner
Position Overview:
Ascend Financial Group is a team of financial planners providing a first-class experience to high-net-worth individuals, business owners, families, and individuals. We are looking to expand our team through professional, bright, detail-oriented, self-motivated, and passionate individuals in a Paraplanner role. Paraplanners are responsible for supporting our team as we address key areas of financial planning for our clients:
retirement and estate planning, education funding, income tax planning, investment analysis, and cash flow analysis. This role provides a great opportunity to grow in a very fulfilling career with an elite financial planning practice and to learn from top advisors. Paraplanner Role:
Review and analyze documents, tax returns, statements, etc. Interact with clients to assist with their servicing needs related to their planning Prepare financial projections and manage client websites through eMoney Prepare presentations for clients/prospect meetings Direct communication with industry professionals (e.g. CPAs, Attorneys, Bankers) Participate in client meetings, actively engaging in discussions and capturing key points through thorough note-taking Characteristics:
Effective oral and written communication skills to successfully interact with prospects, clients, and other financial professionals Highly developed level of discretion and sound judgment Strong organizational skills and the ability to work within deadlines Ability to work effectively with and add value to a goal-oriented team
Qualifications:
Bachelor's Degree in Accounting, Finance and/or similar experience in field 1 year of experience in the Finance, Accounting, or Investing Professions 1 year of financial planning experience Experience utilizing financial planning software (eMoney, MoneyGuide Pro, etc.) to analyze situations and build financial plans Base understanding of the industry, financial concepts, product and market knowledge, and investment management High level of proficiency with Microsoft Excel, Word, Outlook Ability to read and analyze financial documents and spreadsheets Qualifications Preferred:
Prior advising experience Series 7 (or 6) and 66 (or 63 and 65) as well as Life, Accident and Health Licenses preferred Designations (CFP, ChFC, CLU, etc.) Salary range (50k-80k) is based on experience. This full-time opportunity offers a fast-paced work environment, a long-term career path, a full benefits package, and a fundamental role in the growth of our team. Recommended Skills Accounting Attention To Detail Certified Financial Planner Communication Consulting Coordinating Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
Ascend Financial Group is a team of financial planners providing a first-class experience to high-net-worth individuals, business owners, families, and individuals. We are looking to expand our team through professional, bright, detail-oriented, self-motivated, and passionate individuals in a Paraplanner role. Paraplanners are responsible for supporting our team as we address key areas of financial planning for our clients:
retirement and estate planning, education funding, income tax planning, investment analysis, and cash flow analysis. This role provides a great opportunity to grow in a very fulfilling career with an elite financial planning practice and to learn from top advisors. Paraplanner Role:
Review and analyze documents, tax returns, statements, etc. Interact with clients to assist with their servicing needs related to their planning Prepare financial projections and manage client websites through eMoney Prepare presentations for clients/prospect meetings Direct communication with industry professionals (e.g. CPAs, Attorneys, Bankers) Participate in client meetings, actively engaging in discussions and capturing key points through thorough note-taking Characteristics:
Effective oral and written communication skills to successfully interact with prospects, clients, and other financial professionals Highly developed level of discretion and sound judgment Strong organizational skills and the ability to work within deadlines Ability to work effectively with and add value to a goal-oriented team
Qualifications:
Bachelor's Degree in Accounting, Finance and/or similar experience in field 1 year of experience in the Finance, Accounting, or Investing Professions 1 year of financial planning experience Experience utilizing financial planning software (eMoney, MoneyGuide Pro, etc.) to analyze situations and build financial plans Base understanding of the industry, financial concepts, product and market knowledge, and investment management High level of proficiency with Microsoft Excel, Word, Outlook Ability to read and analyze financial documents and spreadsheets Qualifications Preferred:
Prior advising experience Series 7 (or 6) and 66 (or 63 and 65) as well as Life, Accident and Health Licenses preferred Designations (CFP, ChFC, CLU, etc.) Salary range (50k-80k) is based on experience. This full-time opportunity offers a fast-paced work environment, a long-term career path, a full benefits package, and a fundamental role in the growth of our team. Recommended Skills Accounting Attention To Detail Certified Financial Planner Communication Consulting Coordinating Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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