Paraplanner (Advisor Track)

Firm Type: Independent, Fee-Only RIA

About Blue Jay Financial Group We are a fee-only firm dedicated to a fiduciary standard. We want what’s best for our clients and work hard to identify what that is. We are a tight-knit, team-first culture where we enjoy what we do and pursue excellence together.

We’re looking for someone who cares about people, wants to help teach and coach wise financial choices, and is dedicated to excellence.

If you want to work with a collaborative team, learn the business from the ground up, and eventually have the freedom to manage your own clients and schedule, Blue Jay might be the perfect fit.

The Role: Your Path to Lead Advisor We are looking for a dedicated Paraplanner to join our team on a clear Advisor Track. This role is designed for growth, building you into an integral part of our Advisor Team.

You will be deeply involved in the financial planning process, supporting our current advisors while learning what it takes to be a trusted partner in the biggest decisions of our clients' lives. You will have an Advisor Mentor to help train you up to be a Blue Jay Advisor.

Your responsibilities will include:

• Comprehensive Planning Support: Assist in developing robust financial plans encompassing income projections, investment objectives, tax strategies, estate planning, Medicare/SS, and retirement planning.
• Client Relationship Preparation: Prepare for client meetings by reviewing notes, learning from Relationship Managers, and creating detailed meeting agendas so advisors are fully prepped.
• Process Innovation: Work with our team to identify and optimize workflows and processes that need it. You will be a champion of continuous improvement.
• Operations: Manage project workflows and daily tasks within our CRM, take part in monthly investment due diligence, oversee seamless client onboarding, and more.
• Dedicated Learning Path: Commit to a formal development plan. You will be expected to obtain your Series 65, with the opportunity to continue towards your CFP.

Who We Are Looking For

• Education: Bachelor’s degree required.
• Experience: Foundational financial knowledge with a strong desire to learn.
• Mindset: You must be humble, highly coachable, and eager to learn. You assume you don't know everything, ask great questions, and are excited to be mentored.
• Skills: Highly organized with exceptional task/project management abilities. You should be tech-savvy, capable of asymmetrical problem-solving, and comfortable managing your own timeline. You should be personable, light-hearted, caring, and sincere in your demeanor.

Why Join Us? Build Your Future Here

• Clear Career Trajectory: We are investing in your future. We want to teach you what it means to be a true advisor and trusted friend to clients.
• Mentorship & Autonomy: You will work directly with our advisor team to learn the business. As you grow into an advisor role, you will have the flexibility to help shape how we serve clients and build a book on your own terms.
• Family First: We believe that family is the most important thing in a person’s life. We are flexible, and want you to be as present with your family as possible.
• Genuine Care: We prioritize quality over quantity. We foster an environment where you can work hard, share in the firm's success, and maintain control over your life.

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Work Location: In person