Paraplanner (Part-Time)

Company Background

Pulse Financial Planning is a fee-only, fiduciary RIA practice based in Rochester, MN. We build comprehensive financial plans and primarily help healthcare professionals organize, invest, and protect their finances.

Our clients find us based on our specialty working with healthcare workers and transparent fee-only approach. We never will ask you to knock on doors, make cold calls, sell products, or meet sales quotas.

Status: Part time hourly W-2

Description: Your role as paraplanner will be to learn all aspects of our financial planning process. You will train closely with a lead financial planner and provide support to their clients. This includes all aspects of financial planning from when a lead is first interested in hiring a financial planner, all the way through servicing ongoing financial planning clients.

• Preparing communications for leads and clients

• Gathering client data for building financial plan and entering into financial planning software

• Preparing financial plans for client meetings

• Following up with clients on next steps

• Improving workflow and processes to maximize efficiency in a growing firm

This is a unique opportunity to work closely with an experienced financial planner and have a career track to grow into a full time financial planner as your experience and the firm grow. A successful planner in this role will have the opportunity to begin taking on their own clients in 2-3 years.

Ideal Candidate:

• Seeking a close mentorship with an experienced financial planner

• Aspirations to transition into full time work as a financial planner in the firm

• Comfortable with technology and remote work

• Potential career changer or newer CFP candidate

• Flexible with number of hours worked per week during training/mentorship

Compensation: $30-35/hour starting pay depending on experience. Compensation will be increased as milestones met and progress through career track.

Location of Work: This is a remote position. You will use your own secure private internet connection, have an encrypted hard drive, VPN, and a virus scanning software.

Hours: Estimate 5-10 hours per week initially. You may have the opportunity to increase hours depending on the firm’s work load and your performance. There will be occasional meetings scheduled at specific times each week. Beyond scheduled meetings, you have control of your own schedule if appropriate deadlines are met.

Qualifications:

• 4 year college degree

• CFP preferred, but not required (must obtain within 1 year)

• Strong communication skills

• Microsoft Office skills required, especially Excel

• Experience managing client relationships or a strong aptitude to do so

• Experience is a plus, but not required for software we use. Training will be available on all software as needed.

o MoneyGuidePro

o Wealthbox

o PreciseFP

o Pulse 360

o Zoom

o Charles Schwab Advisor Center

o Holistiplan

Apply here: https://app.precisefp.com/w/yimq8y