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Client Services Paraplanner

AnchorPoint Financial

The Paraplanner is an important member of our team and works under the direction of our senior planners. This full-time position provides technical support to Associates by preparing for client presentations and meetings. The position requires employee to perform analysis of information received, generate initial modeling and scenarios, proof read and edit client presentations, create charts and graphs, and manage the on-going support of clients and Associates. Additionally, the Paraplanner is a client resource, to answer questions and concerns on behalf of the Associate.

 Support and coordinate with Advisors and strategic business partners
 Meeting preparation
 Report preparation & construct visual aids
 Organize, review and profile documents, including financial reports
 Input financial data
 Client service & communication
 Research
 Proof read and edit presentations

 BA or BS degree
 Completion of Foundations of Financial PlanningSM and/or Registered Paraplanner® program a plus
 Minimum 2+ years’ experience in financial services industry preferred
 CFP Certified or willing to enroll in CERTIFIED FINANCIAL PLANNER™ certification program
 Familiarity with financial planning and insurance concepts and terminology
 Excellent written, oral, and digital communications skills
 Excellent interpersonal skills and a collaborative style
 Ability to prioritize projects and manage time
 Proficiency with computer programs, including Microsoft Office Suite (Word, Excel, PowerPoint and Outlook) and CRM database (Redtail)
 Ability to enter data efficiently and effectively into multiple planning tools

Compensation: Starting Salary Range $37,000 to $47,000
Excellent Benefits: Participation in health and retirement plans; Holidays & PTO Plan l

AnchorPoint Financial

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