Paraplanner - McLean, United States - JTB INTERNATIONAL INC

Description

Job Description

Job DescriptionBenefits:

• 401(k)
• Competitive salary
• Free food & snacks
• Health insurance
• Home office stipend
• Paid time off
• Profit sharing
• Training & development
• Tuition assistance

Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members, apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans, and foreign nationals with integrity, objectivity, and perspective. We recognize that our team members are our strength, and the diverse talents they bring to our workforce are directly linked to the firms success. We are seeking a Paraplanner to help us deliver exceptional results and join our team.

Position Summary


Our Paraplanner uses skills obtained through experience and training to provide direct support to Financial Advisors to assist with a wide variety of client and administrative functions. The paraplanner utilizes specialized financial planning software to provide technical support to the Lead Advisors who are in the role of delivering advice to clients. Responsibilities include data gathering, case design, plan development, and presentation. The Paraplanner may participate in client meetings but not in an advisory capacity without decision-making on client matters.

Knowledge/Requirements

Preferred 4-Year Bachelors Degree and 1-3 years of administrative experience
Prior experience preferred working in a broker-dealer office or finance industry
Microsoft Excel, Word, Outlook and PowerPoint proficiency to produce professional documents
Upholds a polished, professional and welcoming nature with external and internal business contacts

Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to complete assigned tasks on time
Ability to work independently and in teams to complete high-priority tasks in a timely manner

Excellent verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner to managers, team members, and clients
Effective problem-solving skills to resolve routine client questions
Ability to work with e-Money Financial Planning Software
FBI background check and credit check required
Regular and timely attendance is required


Job Duties and Responsibilities

Coordinates with Advisor to gather data for plan creation.
Utilizes EMoney software and worksheets to enter data, and generate financial plans for the firms clients.
Presents financial plans to Advisors and clients while documenting all relevant notes, action items and follow-up tasks in CRM.
Works with Advisor, Home Office staff and Software Support to analyze data, seek recommendations and solve problems.
Meets deadlines to maintains service expectation turnaround times
Responds to incoming emails and telephone calls from Advisors and clients in a timely and professional manner.
Executes project-related tasks to contribute to the firms development
Coordinates and performs a wide range of staff and/or operational support activities as assigned.