Paraplanner or Junior Fiancial Planner

Fullen Financial Group, Inc. Columbus Ohio

Paraplanner or Junior Financial Planner Wanted (a full-time position)

Due to rapid growth Fullen Financial Group is looking for a highly motivated paraplanner. The ideal candidate will view this role as a stepping stone to becoming a fully qualified senior financial advisor with the firm. The paraplanner will spend a large portion of their time interacting with clients in various capacities and the balance doing more technical work.

Specific job duties will include:

• Gathering financial reports and records from the client.
• Setting up and reviewing client's financial records
• Creating and modeling different potential financial scenarios. Determining how assets should be allocated taking into account the client’s:

1. Investment timeline
2. Tax situation
3. Cash flow
4. Goals

• Working with the senior advisor in developing presentations to clients and assisting in making those presentations.
• Participating in post meeting evaluation and documentation.
• Developing portfolio recommendations and trading on the client’s account
• Various other interaction and follow-up with clients as needed.

Required Skills

• Possessing or willing to obtain the CFP® or PFS designation.
• Excellent communication and interpersonal skills
• Report writing skills
• Ability to work with financial modeling tools (MoneyGuidePro experience preferred but not required)
• Ability to conduct research, including tax research.
• Good understanding of compliance issues pertaining to Registered Investment Advisors
• Good time management skills
• IT skills, including a high level of ability with the Microsoft suite of products

About Fullen Financial Group

Fullen Financial Group (FFG) is a Registered Investment Advisor (RIA) located in Columbus Ohio. The firm was founded by Milt Fullen in 2004 and now manages over $$125M in assets. FFG is a fiduciary advisor which puts the interests of their clients first. We are fee only and accept no commissions. For more information please go to www.fullenfinancial.com.

If interested, send resume to Paula Miller, Chief Administrative Officer, at paula@fullenfinancial.com.