Paraplanner

Role Title: Paraplanner

Hours: 40 hours/week, flexible between 7 am-7 pm CST on weekdays

Compensation: $29 – $40/hr+ based on experience

Description: A paraplanner provides knowledgeable client meeting prep to the team. They serve as a resource to Financial Advisors in preparing, handling, researching, and communicating inquiries regarding client financial plans and accounts and support the Director of Financial Planning with the various daily operations of the practice. This could include preparing all materials needed for meetings as well as solving financial planning-related problems, answering questions, tracking, and completing tasks within systems. The position affords practical experience with a financially diverse group of clients with the potential for advancement working with seasoned professionals in the financial field. We offer individualized training and education as well as an empowering, values-driven workplace culture.

Responsibilities:Uphold the mission and vision of the company in all interactionsComprehensive meeting preparation to include:Running calculations, reports, and illustrationsAnalyzing for any potential product needs or changesFilling out Meeting Guide documents outlining client situation and all meeting topics that need to be covered based upon type and requestInvestigate and solve client planning issuesHelp to improve processes by thinking creativelyTracking of client data within various systemsMaintain the integrity of sensitive/confidential informationProvide professional assistance via phone, mail, and e-mailAttend all training and shadow other team members to develop skills

Requirements:Life & Health, SIE, Series 7, and Series 66 credentials, or the ability to gain within 90 days of the start dateCFP credential or desire to obtainBachelor’s degree in Finance or related field or similar experience/trainingExperience in a professional financial planning or related roleExcellent communication skills and attention to detailVery strong technical computer aptitude and knowledge of WindowsAdvanced knowledge of Microsoft ExcelSome experience in MoneyGuidePro idealPass applicable credit and background check

Benefits:Practical experience with a financially diverse group of clientsCost of training and paid study hours to obtain approved credentialsEmpowering, values-driven workplace cultureThree weeks of paid vacation annuallyEmployer contribution to group health, dental, and vision plansEmployer-paid life, short and long-term disability insurance policies401(k) with match We are an equal opportunity employer that does not discriminate against properly qualified individuals based on age, race, creed, color, disability, marital status, sex, pregnancy or childbirth, national origin, ancestry, sexual orientation, arrest or conviction record, genetic or honesty testing, military service, use or nonuse of lawful products off the employer’s premises during nonworking hours, or declining to attend a meeting or to participate in any communication about religious or political matters.

About Turnhall Financial Group:We are a financial planning team; we built upon our leader's experience and relationships with other advisors to build our sought-after practice. We are continually striving to be the largest and most efficient team practice at our parent company in a manner that no one thought possible.