Financial Paraplanner

Company: Vantage Point Financial
Location: Naperville
Posted on: October 26, 2024

Job Description:

Vantage Point Financial is looking to add a key team member to our organization. We are seeking a Paraplanner who is ready to help an already thriving company continue to grow. The ideal candidate is hard-working, success-oriented, and detail-focused. We're looking for someone with a "team player" mentality who values collaboration and wants to contribute to a firm that empowers its clients, employees, and community to achieve beyond what they thought possible.

Responsibilities:
As a Paraplanner, you will play an important role in supporting our advisors and delivering an exceptional client experience. Your responsibilities will include:

Responsibilities
--- Prepare financial analyses and financial plans for clients
--- Assist with the analysis, rebalancing, and administration of client investment portfolios
--- Conduct investment research, reporting, and analysis
--- Provide support for processing client service needs
--- Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance the client experience
--- Manage RMDs for qualified client accounts
--- Support tax-planning initiatives for a wide variety of clients
--- Develop effective working relationships with team members and internal departments to provide best-in-class service for clients
--- Participate in client sales and informational events/venues as needed
--- Actively participate in pre and post-client meeting support for the advisor team
--- Provide thorough, high-quality research, problem-solving, and issue resolution
--- Generate various daily, weekly, monthly, and annual reports for financial advisors/office


Knowledge, Skills, & Abilities
--- Strong organizational skills and attention to detail
--- Excellent communication skills, both verbal and written
--- Self-directed initiative and ability to work independently
--- Resourcefulness in problem-solving and managing client concerns
--- Experience in the financial industry, with proficiency in managing confidential paperwork and client interactions
--- Ability to thrive in a fast-paced environment while prioritizing tasks effectively

Qualifications:
Qualifications
--- Current CFP or CFP Candidate In-Process is a plus
--- 3+ years of experience in a similar role preferred
--- Experience with RightCapital, Holistiplan, Kwanti, and Riskalyze is a plus
--- SIE (Securities Industry Essentials) Certification is a plus
--- FINRA Series 65 Securities Licensing (must be active & in good standing)
--- Life & Health Insurance Licensing is a plus
--- Prior experience processing confidential paperwork and interacting with clients in an office setting
--- Intermediate to advanced computer skills, including financial software and databases
--- Bachelor's degree preferred, or equivalent experience

About Company:
About Vantage Point Financial

Vantage Point Financial, LLC is a fast-growing holistic financial planning firm in Lisle, IL. We provide comprehensive financial planning services to create individualized plans that work for our clients at every stage of life. We also want to help you reach your full potential! We are looking for hard-working candidates with a passion for financial planning and who genuinely enjoy making a difference in people's lives.



Benefits:

Competitive salary and performance-based incentives.Comprehensive health and dental insurance coverage.Generous retirement savings plan with employer contributions.Continuing education and professional development opportunities.Access to cutting-edge financial planning tools and technology platforms.Opportunities for career advancement and progression within the organization.

Keywords: Vantage Point Financial, Buffalo Grove , Financial Paraplanner, Accounting, Auditing , Naperville, Illinois