Para-planner/Client Advisor

To apply for this position please submit resumé and cover letter to Jackie Washburn at jackie@vawterfinancial.com

Para-Planner/Client Advisor Job Description

Vawter Financial is a small, yet nationally known, Fee-Only RIA wealth management firm in Columbus, Ohio seeking a Para-Planner/Client Advisor to join our organization. We are interested in you if you are a graduate of a CFP Board registered financial planning program and are looking to continue on a career path towards becoming an exceptional financial advisor.

The best candidate will be bright, hardworking, goal-oriented, self-motivated, passionate, personable, and professional. If you have all that and a good sense of humor, you will fit right in. The work is serious. The culture is fun.

Position Overview

This is a professional position that will initially support our Financial Advisors in servicing our existing and potential clients. Your tasks will include doing portfolio reviews and preparing financial projections using various financial planning software programs. The ideal team member will be detail oriented, structured and have a high degree of follow-through.

Initial Key Areas of Responsibilities:

• Assisting in the implementation of financial plans
• Assist in preparing custodian paperwork and following up with clients to ensure it is completed
• Assist with onboarding new clients
• Gather and input new client information to our various software programs
• Ensure timely follow up on client requests and act as a point of contact when the advisor is unavailable
• Periodically attending client meetings to expand your technical knowledge, get to know them and their financial profiles

Key Qualifications:

The most qualified individual will typically possess the following:

• Bachelor’s degree or higher (preferably in Financial Planning, Business, Accounting, Finance, or a related field)
• Commitment to earning the Certified Financial Planner® designation
• Experience in tax planning a plus (but not required)
• Takes initiative to research and resolve various client planning objectives
• Ability to prioritize and manage multiple changing tasks
• Eager to provide an exceptional client experience
• A commitment to accurate, high quality, high quantity work
• Is motivated for self-improvement and for that of the firm; strives to be a great team player
• Fun to work with...Are you a person other staff members would want to “have a beer with” after work?

Salary and Benefits

• Pay/benefits are competitive based on industry standards
• Starting salary rate based on experience with increases that parallel a candidate’s growth
• Individual bonus potential and as part of VF’s team
• Benefits include health insurance, 401(k) matching, and profit-sharing contributions
• Financial support for professional accreditation and continuing education
• A relaxed family-like and family-friendly work environment
• Other lifestyle benefits (flexible hours, PTO, paid holidays, team lunches & events, etc.) and the opportunity to work remotely
• The awesome feeling of knowing you are making a difference in someone’s life every day!