Paraplanner

Job Description – Financial Paraplanner
We are seeking an entry level financial planner for our fee-only wealth management firm. The ideal candidate is one who is ready to launch and grow a career in financial planning during an exciting time in the industry. Such an individual will desire working in a team-oriented independent RIA firm; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a financial planning career. This candidate will embrace technology, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services.

This individual will work with experienced financial planners, providing financial planning and
investment advisory support. Key responsibilities include preparation of financial plans, portfolio
administration, investment research and analysis, and coordination of client service needs with team
members.