Para Planner

POSITION SUMMARY: Gateway Advisory is seeking a Paraplanner to support our financial advisors with their financial planning needs.

Gateway Advisory is a growing wealth management firm, locally owned with offices based in New Jersey.

We are a fee-only, fiduciary and Registered Investment Advisor firm providing Investment and Financial Advisory services to high-net worth families.

The primary responsibility of the Paraplanner is to provide assistance to the firms' Wealth/Relationship Managers.

Job Description:

Responsibilities include, but are not limited to, the following:

- Work with Senior Advisors to analyze, research, and implement financial solutions with clients

- Assisting Wealth/Relationship Managers with client communications

- Prepare meeting agendas, recaps and draft recommendations

- Creating and maintaining client files, spreadsheets, and correspondence

- Creating/updating/maintaining client balance sheet and cash flow statements

- Coordinating communication between clients’ professionals i.e., accountants and attorneys

- Assist with opening and transferring client accounts

- Processing check requests and money transfers

- Drafting letters of instruction

- Following-up on client service issues

- Fielding in-bound calls if needed

- Performing various miscellaneous tasks as assigned

Job Requirements:

The Ideal Candidate will possess the following:

Knowledge, Skills and Abilities:

- Proficient in financial planning software i.e., MoneyGuidePro

- Ability to quickly build relationships; understand and analyze client needs

- Strong attention to detail to ensure accuracy and completeness of work

- Ability to work cooperatively in a team environment as well as independently

- Be viewed as a team player by associates and possess a positive upbeat attitude

- Possess excellent people skills

- Strong inter-personal, verbal and written communication skills

- Ability to identify, research and resolve problems in a timely manner

- Strong computer skills including proficiency in Excel, Word and Power Point

- Strong organizational and time management skills

- Ability to prioritize, manage and complete requests from multiple sources

- Takes initiative to research and resolve issues

- Proficient with documenting progress and tasks in CRM (Salesforce) software so that team members can track status of cases

Education and Experience:

- 2-3 years’ professional work experience

- Bachelor's Degree from a four-year college or University

- Has obtained or in the process of attaining the Certified Financial Planner™ (CFP®) designation

- Candidate should be a motivated independent thinker with ethical standards that is interested in working in a fast paced, entrepreneurial setting.

Compensation:

- We offer a competitive salary, advancement potential and training opportunities.

- Benefits include Health, Dental and Life insurance as well as a 401(k) plan with employer match