Wealth Planning Specialist / Paraplanner

WHO WE ARE:

G&S Capital, a growing Registered Investment Advisory (RIA) firm, is seeking a Wealth Planning Specialist/Paraplanner to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our growing organization!

Our mission at G&S Capital is to be one of the most valued professional relationships our clients have by providing in-depth education, effective communication, and a level of personal attention that exceeds their expectations.

WHO WE WANT:

The Wealth Planning Specialist works in conjunction with the firm’s Financial Advisors and is responsible for the development and maintenance of Comprehensive Financial Plans. This individual focuses on client needs in the areas of cash flow analysis, retirement planning, estate planning, and tax planning. If you enjoy problem solving, have a desire to serve others, and share our vision, then we would love to hear from you!

WHAT TO EXPECT:

• Manages the digital data gathering process, financial plan development, and scenario analysis for new and current clients

• Demonstrates the Wealth Planning Software to prospective clients

• Assists clients in aggregating their accounts into the financial planning software

• Leads pre-client review meeting activities

• As directed, participate in client review meetings, and assist with follow-up tasks

• Manages clients’ individual financial planning portals to ensure current and accurate data

• Learn and become proficient in the firm’s Performance Reporting and Customer Relationship Management software

• Remain educated on tax and estate planning changes and opportunities

• Develops a close long-term relationship with financial planning clients to understand their current circumstances and future needs

• Continually looks for ways to improve the financial planning process by developing and maintaining systems and workflows related to the financial planning process

• Performs any other duties and special projects as assigned

WHAT YOU NEED:

• Bachelor’s degree in Business Administration, Accounting, Finance, or similar field of study.

• Minimum of three years of financial planning, wealth management, or public accounting experience. Ideally, two to three years of experience in a financial planning firm.

• Professional designation such as Certified Financial Planner™ or CPA® highly desirable or a willingness to obtain or currently working towards

Requires:

• Extreme attention to detail
• Strong analytical and communication skills
• Excellent interpersonal skills
• Extraordinary client service orientation and strong relationship management skills
• A genuine interest in serving and caring for other people
• Ability to think creatively and communicate ideas
• Excellent organizational and time management skills
• An ability to handle multiple tasks and operate in a deadline-oriented environment
• Professional demeanor
• Proficiency with Microsoft Office Suite and the eMoney Financial Planning software

Salary is commensurate with experience

In exchange for your expertise, we offer a base salary, bonus/incentive potential, employer paid health & dental insurance, paid time off, 401(k) plus employer matching, long-term disability insurance, and a great working environment in a professional Denver Tech Center office location. This is your chance to play a key role in the continued success of our company. For more information about G&S Capital, please visit our website at www.gandscapital.com

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, nation origin, disability status, protected veteran status or any other characteristics protected by law.