Paraplanner for Mission Financial Planners, LLC

Kestra Financial; San Antonio (TX); In loco; USD 52.000 - 70.000; Tempo pieno

Descrizione del lavoro

Mission Financial Planners seeks a Para Planner to support the advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. You will gather client data, calculate metrics, and develop scenarios to tailor solutions to goals.

The role emphasizes analytical thinking, attention to detail, and strong communication as you collaborate with Financial Advisors and maintain up-to-date regulatory and market knowledge.

Competenze

• Bachelor's degree required
• 2-4 years of experience in financial planning or related support roles
• Proficiency with financial planning software; familiarity with eMoney is a plus
• Strong analytical and problem-solving skills with attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• CFP designation or progress toward certification preferred

Mansioni

• Assist in the preparation, analysis, and presentation of financial plans for clients
• Conduct in-depth research on financial products, investment strategies, and planning techniques
• Support the Financial Advisors in developing and maintaining client relationships
• Gather client data, calculate financial metrics, and develop financial scenarios
• Prepare and organize meeting materials and documentation
• Stay current with financial regulations, market trends, and industry best practices

Conoscenze

Analytical skills

Communication skills

Financial software knowledge

Formazione

Bachelor's degree

CFP designation or progress toward certification

Strumenti

eMoney

Descrizione del lavoro

As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.

Key Responsibilities

• Assist in the preparation, analysis, and presentation of financial plans for clients
• Conduct in-depth research on financial products, investment strategies, and planning techniques
• Support the Financial Advisors in developing and maintaining client relationships
• Gather client data, calculate financial metrics, and develop financial scenarios
• Prepare and organize meeting materials and documentation
• Stay current with financial regulations, market trends, and industry best practices

Requirements

• Bachelor's degree
• At least 2-4 years of experience in financial planning or related support roles
• Knowledge of financial planning software; familiarity with eMoney is a plus
• Strong analytical and problem-solving skills, with attention to detail
• Excellent communication skills, both written and verbal
• Ability to thrive in a fast-paced environment and manage multiple priorities
• CFP designation or progress toward certification is preferred