Paraplanner - Birmingham, United States - MavenCross Wealth Advisors®

Description

MavenCross Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our practice vision is... "To be obvious choice for guiding clients to joyfully steward their resources." The paraplanner will assist the financial advisor(s) with the financial planning workflow and delivering an exceptional client service experience. This position requires high standards of professional ethics, compliance with legal/regulatory requirements, and continued advancement of knowledge and skills. Responsibilities and time allocation may change over time to meet the needs of the practice.

Responsibilities and Duties:

• Execute securities trades and money movement
• Proficient in the six areas of financial planning
• Collaboration with clients for data collection and financial planning software input
• Collaboration with financial advisor(s) during financial plan design
• Prepare financial planning recommendations and product solutions for financial advisor(s) review
• Develop portfolio product solution recommendations and product deliverables based on client needs
• Prepare client meeting materials, follow-up letters, applications, forms, and compliance documents
• Advanced knowledge of all financial planning software (NaviPlan, MoneyGuide Pro, Thomson One, etc.)
• Advanced knowledge of all technology platforms (Microsoft Office, Salesforce, Client Viewer, etc.)
• Interface with clients via telephone, email, and in service meetings to answer questions and provide information to them as it related to their accounts and financial plans
• Interface with corporate office team members and work together to resolve problems
• Submit and integrate relevant compliance documents and initiatives
• Track workflows and run reports
• Review and update client information and attend/participate in service meetings, as necessary
• Maintain regular client contact and resolve client service problems

Attributes:

• Cheerful attitude and friendly to all people
• Works well independently and within a team
• Exceptional communication skills
• Strong analytical and problem-solving skills
• Technologically savvy
• Efficient time management
• Highly organized, detail-oriented, and able to multi-task
• Coachable and desire to continue learning

Education and Designations:

• College degree or higher
• 2+ years of related experience preferred
• Able to obtain the Financial Paraplanner Qualified Professional (FPQP^TM) designation
• Have or be able to obtain the necessary securities licenses and registrations, including:
• Series 7, Series 66, and Alabama life/accident/health insurance

Note: This position is on-site only and does not offer a remote work option.

Any questions, resumes, or other application documents may be submitted to Jaclyn Terry ).