Financial Paraplanner/Financial Associate

Paraplanner/Financial Associate

More than Your Money, Inc. is a fee-only, fiduciary financial planning firm. We provide integrated financial planning including investment management, retirement planning, general financial planning, tax preparation and tax planning. We provide exceptional client service and always work in our client’s best interest.

We are interested in adding someone to our team who will share our values and will provide outstanding service to our clients. In everything we do and say, we value trust, mutual respect, honesty, compassion, integrity, accountability, and personal responsibility.

We are a growing firm with excellent advancement opportunities for a candidate looking for a career in financial planning. 

Position Description:

This position is a steppingstone toward becoming a financial planner. Working as a Paraplanner provides the opportunity to learn from hands on experience, observation and individualized training. The Paraplanner will provide operational support to the financial planner. He or she will analyze client information and prepare reports from which the planner will provide advice. The Paraplanner will also interface with TD Ameritrade, our custodian, process account paperwork and execute trades on behalf of the advisor. Additionally, the Paraplanner will have the opportunity to attend many client meetings and observe the financial planning process in action.

Skills Required:

• Strong Customer Orientation

• Impeccable Ethics

• Team Player

• Attention to detail

• Self-Motivated

• Able to work with limited supervision

• Interested in developing skills and experience to become a financial planner

• Desire to continually learn, improve skills and expand knowledge

• Comfortable with networking in the community

• Strong basic math skills

• Strong computer skills including working knowledge of Excel, Word, and Power Point

• Prior experience with CRM (customer relationship management) software a plus

• Enthusiastic about exploring and embracing new technology and methodologies

• Strong interest in using and implementing new software

• Strong organizational and time management skills

• General understanding of financial markets and investing

• Willingness to earn CFP® if not already held

Job Responsibilities:

• Gather, organize, enter, and analyze client information and prepare reports and spreadsheets for client meetings

• Complete paperwork to open, transfer and make changes to client accounts

• Execute, monitor, and verify trades on behalf of the financial planner

• Respond to client requests

• Interface with custodian to resolve client issues

• Attend client meetings; take extensive notes, assign and follow-up on action items

• Assist financial planner with research and analysis projects

• Initial entry and verification of income tax data into tax preparation software

• Meet with clients to review income taxes

• Help evaluate and implement new financial planning software

• Maintain information on Redtail (CRM) and retirement planning software

• Assist the Client Service Manager with administrative responsibilities

• All team members are trained to assist with general office support

• Assist with marketing and public relations activities

• Attend and represent firm at community networking functions

Education/Certifications and Work Experience:

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

• 1-3 year’s work experience in the finance industry is a plus

• Willingness to earn CFP™ if not already held

• Willingness to become and Enrolled Agent

• Must obtain Series 65