Paraplanner

POSITION SUMMARY:
The Paraplanner supports financial advisors delivering financial planning and client service. We are seeking a candidate who is passionate about personal finance and helping clients achieve financial wellness. The preferred candidate is either enrolled in or is prepared to enroll in a financial planning certification program. This role provides the opportunity to learn from a team of licensed professionals in a well-established, highly respected firm. Paraplanners meet with and present to clients alongside advisors. In addition, they interact with investment advisor representatives (IARs), financial planners, support staff, and the operations team daily.

Summary of Key Responsibilities

Responsibilities include but are not limited to the following:

• Entering client data into financial planning software programs and spreadsheets
• Managing client information to ensure that electronic files are complete, organized, and secure
• Documenting progress and completed tasks in our CRM (Customer Relationship Management) software with satisfactory detail so that other members of the firm can easily understand the current status
• Researching client-specific issues and communicating conclusions verbally and in writing to the team
• Helping to develop, document, and maintain financial planning processes and procedures
• Providing a variety of support to Investment Advisors and Financial Planners
• Preparing reports and analysis to be used by advisors in client meetings
• Aiding in reviewing financial strategies designed to help clients pursue their long-term goals
• Communicating with clients and interfacing with a variety of professionals inside and outside of the firm
• Managing and assisting in non-client, financial planning-related projects such as research on new best practices or relevant laws and regulations

Summary of Education and Experience

• Bachelor’s from an accredited undergraduate college or university
• Previous work experience in financial planning/financial services, OR prior education in this field (e.g., has already completed one or more CERTIFIED FINANCIAL PLANNER™ courses)

Basic Qualifications

• Maintain regular and consistent attendance and punctuality
• Interest and availability to work fixed hours in a professional office environment
• Required Knowledge, Skills, and Abilities
• Ability to deliver excellent client service
• Ability to handle confidential and sensitive information with a high level of professionalism and composure
• Analytical, organized, and detail-oriented
• Ability to quickly build relationships; understand and analyze client needs
• Highly motivated; ability to learn and master new tasks quickly
• Ability to communicate clearly and concisely, both orally and in writing
• Ability to work both independently and as part of a team
• Proficiency in Microsoft Office Suite
• Prior experience with CRM and/or financial planning software a plus
• General understanding of financial planning topics (taxes, investments, retirement, etc.)
• Able to manage own workflow with multiple priorities and accommodate unexpected requests or needs from clients and superiors
• Listens well to instruction and consistently retains details; takes direction well

Salary and Benefits

Leonard Rickey Investment Advisors offers:

• Competitive pay depending on experience Range $40,000-$65,000
• A comprehensive benefits package with low-cost medical, dental, vision, and a generous employer contribution to your HSA account
• Paid time off allowances, plus 11 paid holidays annually
• 401K, with a 3% employer contribution
• Opportunity for career growth, including a career path to becoming an advisor
• A supportive leadership team
• Excellent client service-oriented culture
• Financial support for professional accreditation/continuing education requirements and other education/training opportunities

Leonard Rickey Investment Advisors PLLC is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, national origin, protected veteran status, disability, age, sexual orientation, or any other consideration prohibited by federal, state or local laws.

Leonard Rickey Investment Advisors is following the State guidelines for Covid-19. Clients and employees are asked to wear a mask in common areas if not fully vaccinated.