Paraplanner - Remote

Facet Decision Systems, Inc.; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Facet Decision Systems, Inc. seeks a Paraplanner Consultant to help ensure clients receive top-notch financial planning support. You'll review financial data, assist Certified Financial Planners, and utilize proprietary AI tools in a fully remote role. Ideal candidates are detail-oriented, organized, and experienced in the financial industry.

Qualifications

• Experience as a Paraplanner or Financial Operations Associate preferred.
• High attention to detail; driven to complete high-quality work.
• Exceptional communication skills are key to success.

Responsibilities

• Review and verify financial data meticulously to ensure accuracy.
• Identify and document discrepancies in financial documentation.
• Support financial planning with accurate financial details.

Skills

Detail-oriented

Analytical

Tech-savvy

Organized

Time management

Education

CFP designation or CFP Candidate

1+ year of financial industry experience

Tools

Google Sheets

Document AI

Job description

As a Paraplanner Consultant at Facet, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to support planners in data confirmation, verification, and labeling. In this role, you will align with the Facet Planning Philosophy and apply your planning knowledge to member situations to indirectly provide a consistent member experience.

Who You Are:

• Mission-driven:You have a deep connection to our mission and love helping people reach their financial goals.

• Quality-focused:You're passionate about delivering exceptional, high-quality work as part of a team.
• Tech-savvyand comfortable learning and mastering new software, especially proprietary AI tools.
• Detail-orientedwith an exceptional ability to focus on minute details and thrive on repetitive tasks, ensuring accuracy.
• Analyticaland enjoy finding errors within financial documentation on a day-to-day basis.
• Organizedand adept at managing your workload and prioritizing tasks to meet deadlines.

What You'll Do:

• Review and verify financial data daily, meticulously examining a variety of financial statements (mortgages, IRAs, pay stubs, etc.) to ensure accuracy within our systems.

• Identify and document discrepancies with an incredibly keen eye for minute details, finding and documenting errors in financial documentation efficiently.
• Support financial planning by providing accurate financial details to our Certified Financial Planners (CFPs), helping them build better roadmaps for members more quickly.
• Train AI models using your financial planning knowledge to recognize key member information, ensuring it's accurately recorded in our planning software.
• Become an expert user of our proprietary AI tools, ensuring planners have the data they need to build comprehensive financial plans.
• Ruthlessly manage your task list, calendar, time, and other responsibilities to ensure maximum efficiency.

• Experience as a Paraplanner, Financial/Investments Operations Associate is highly preferred

• CFP designation or CFP Candidate is a plus
• 1+ year of financial industry experience
• High attention to detail and drive to complete high quality work
• Technology savvy individual that can work within a proprietary system, Google Sheets and Document AI a plus
• Exceptional time management and communication skills –these are the biggest keys to success

• 4 Month Contract
• 35-40+ billable hrs per week
• $30-$35 Hourly Rate 1099
• 100% Remote - Work from anywhere in the US