Paraplanner

Seeking a Full-Time Local or Virtual Paraplanner. Fox & Co Wealth Management has an exciting opportunity for a positive, enthusiastic candidate to build a significant role in our well-established fee-only financial planning firm. This position is full time and ideal for a professional who enjoys working remotely from home with a flexible schedule.

Fox & Co is a female-owned practice and shares offices in Mayfield, KY with our sister firm, Fox & Co CPAs. We specialize in flat-fee (no AUM) remote financial planning and wealth-management relationships with medical professionals throughout the US. Our fiduciary approach focuses on one question: What is in the best interest of the client?

We are proud to be long-standing members of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association.

Our ideal candidate will have an enthusiasm for financial planning and a good sense of humor – we believe everyone should look forward to each day and have fun in the office! He or she will possess strong organizational skills, robust computer skills and an entrepreneurial mindset that will help shape our practice as we continue to grow. We are seeking a person eager to learn and develop expertise in new subjects, and we support and encourage our team members in expanding their skills. The opportunity is available to grow into a financial planner position. And we would be thrilled if you are fluent in eMoney Pro!

Responsibilities include both basic and advanced levels of paraprofessional support for financial planning practice activities and gradually interacting with clients. We expect you to have the ability and initiative to work independently and to plan for professional advancement within the firm.

• Assist lead Financial Planners in preparing for client meetings and post-client meeting tasks such as generating and executing action items and following up until complete
• Delegate, coordinate and track administrative tasks (including client paperwork and generating Investment Policy Statements) to be completed by Administrative Support
• Conducting and assisting with research and compiling data for background work that supports the development of client recommendations and office operations
• Learning and using software for planning, income tax projections, portfolio and investment analysis, and other financial planning applications
• Taking initiative on major long-term projects, such as documenting systems and workflows
• Maintaining a cordial and professional demeanor in all client and team interactions
• Responding to client communications in a clear and professional manner

Expertise in tax and/or student loan matters would be especially beneficial.

Minimum requirements

• Progressing toward receiving the Certified Financial Planner™ designation or pursuing a degree in Finance, Economics, Financial Planning, Accounting or Business with a minimum of 2 years’ study
• Have strong analytical and financial skills and be detail-oriented with a high degree of accuracy
• Be able to manage and prioritize tasks and projects through to their successful conclusion
• Excellent written and verbal communication skills
• Be trustworthy, ethical, hard-working, and professional

Benefits:

• Competitive salary commensurate with experience
• 401(k) plan with 3% match plus profit sharing
• Health insurance
• Flexible schedule
• Paid vacation and holidays

You can learn more about our firm by listening to Michael Kitces’ interview with founder Johanna Fox Turner at www.kitces.com/37.

We hope to hire and begin training our new team member as soon as you are available to begin, no later than first week of December. We will make travel arrangements, at our expense, for one week of on-site training when you start. If you would like to learn more, please submit your resume with a cover letter and two references. (We will not contact your references until we have interviewed you.)