Paraplanner

The Family Firm (TFF) is looking for paraplanners who are interested in learning fee-only financial planning from the ground up.

We are looking for colleagues who have a passion for financial planning and truly helping individuals and families improve their lives. We have a number of CERTIFIED FINANCIAL PLANNER™ professionals on staff. We believe in the professional development of our staff and have designed a formalized career path for the successful candidate to follow.

To be successful at TFF, our team members must be highly motivated, detail oriented, have a passion for financial planning and client service, be dedicated to growth and open to change, be able to prioritize multiple projects, enjoy working and communicating as a member of a team.

Paraplanner responsibilities include:

*Gathering, organizing, and entering client materials into multiple software programs

*Attend client meetings and take notes

*Assisting with needed paperwork/forms/etc.

*Researching ad hoc topics

*Batch processing client wide activities – RMDs, tax letter, etc.

*Contributing as a team player –be proactive and take initiative

Candidates with the following attributes will be considered:

* Completion of the CFP® course work

* A bachelor's degree

* Excellent written and verbal skills

* Ability to learn new software easily - experience with Naviplan is a plus!

* An open mind for learning and ability to share from your own unique view point

* A spirit of client service

* Passing the CFP® exam already is a plus, but not required

Career changes are welcome!

Benefits Package:

*Competitive compensation based on experience

*401(k) with 3% employer contribution and option for additional profit sharing

*Incentive compensation program

*Annual allowance for continuing education including financial support and time off for the CFP® exam

*Generous health insurance package

*Friendly work environment

*Flexible schedule options available

The Family Firm, Inc. www.familyfirm.com