Paraplanner to CFP Track: Grow into a Planner

Beratung Advisors; Pittsburgh (Allegheny County); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) match after 180 days

Paid sick and personal days

Holidays paid on work weeks

Maternity/paternity leave (6 weeks)

Job summary

Beratung Advisors is seeking two Paraplanners to support our financial planning team in Pittsburgh. You will prepare and review client documents, build analyses, and maintain plans to empower clients to make informed financial decisions.

You will work with a fast-paced, growth-oriented team and have access to leadership development and a clear path from paraplanner to Financial Planner. Competitive compensation and full benefits are provided.

Qualifications

• 1 to 4 years of experience in financial planning or wealth management
• Hands-on exposure to financial planning work
• Desire to grow and develop
• Strong attention to detail and follow through

Responsibilities

• Prepare, review, and organize client documents and financial plans
• Build financial planning analyses and materials in support of our Financial Planners
• Assist with client servicing and ongoing plan maintenance
• Learn our planning process end to end as the foundation for long term growth here
• A fast paced, growing team of financial planners focused on empowering our clients to make informed financial decisions

Skills

Financial planning

Attention to detail

Team collaboration

Growth mindset

Education

CFP designation in progress

Tools

eMoney

Holistiplan

Job description

Beratung Advisors is seeking two Paraplanners to support our financial planning team in Pittsburgh. You will prepare and review client documents, build analyses, and maintain plans to empower clients to make informed financial decisions.

You will work with a fast-paced, growth-oriented team and have access to leadership development and a clear path from paraplanner to Financial Planner. Competitive compensation and full benefits are provided.