Senior Paraplanner

Senior Paraplanner

Location: Columbus, OH

Salary: $110,000 to $130,000 (based on experience)

Status: Full time, In office

As an award-winning full-service financial services firm, we are committed to understanding our clients' needs and providing advice beyond investments. We take pride in making each client's needs and goals our own, and we work to understand who they are as an individual and an investor. We take a comprehensive, customized approach for each client, aligning investment strategies with their needs and goals.

Our team offers education, advice, consultation, and discretionary portfolio management. Our knowledge and experience, combined with the firm's capabilities and resources, allow us to deliver high-quality services and financial solutions at every stage of life. We are also proud to support the communities where we live and work.

We are excited to hire a Senior Paraplanner with a strong record of financial planning and client service. This individual will be responsible for working directly with clients by crafting thoughtful financial plans and delivering personalized wealth management advice. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.

The attributes we look for in a Senior Paraplanner include:

• Possessing deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans
• Providing excellent verbal and written services to clients, including prompt, accurate, and timely attention to detail.
• Being thorough and a resourceful problem solver with a solutions-based approach to every situation; Proactively takes on challenges with optimism and a helpful attitude.
• Being comfortable collaborating with team members and other departments across the organization.
• Ability to manage multiple high-touch projects simultaneously with precision and accuracy
• Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuidePro)
• Strong work ethic, aligned with the work ethic of the existing team
• Sincere desire to serve clients and be an expert resource on their behalf
• A long view of the opportunities presented by the firm, and the industry overall
• Ability to run a client meeting from start to finish, with strong presentation skills
• Commitment to continuous learning and professional development
• Takes initiative and ownership across the full role, from logistics to process

As a Senior Paraplanner, in your new role, you can expect to:

• Gather and analyze client data. Create financial plans
• Participate in client meetings and deliver advice to clients
• Profile clients to identify investment and lending needs. Coordinate delivery of investment, fiduciary, and lending solutions to meet those needs
• Offer investment ideas based on firm research, team guidelines, and asset allocation strategies matched to each client's risk profile and objectives
• Coordinate with team members to gather, file, and upload planning information into MoneyGuidePro
• Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends
• Build full autonomy within six months. Reach out to clients directly and run client meetings independently
• Support tax and estate planning work, including insurance gap analysis and beneficiary reviews

Qualifications for this opportunity include:

• Bachelor’s degree
• Professional Licenses: CFP, Series 7, 63 and 65 (or 66) are required
• Must obtain insurance license within 12 months of hire
• 3 - 5 years of industry experience required
• 3 - 5 years of financial planning experience required
• Experience in tax analysis, retirement planning, and estate planning preferred
• Knowledge of Regulation 72(t) plan distributions preferred
• Knowledge of executive compensation plans (including RSUs, stock grants, etc.) preferred
• Experience with MoneyGuidePro or eMoney required.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!