Financial Planner/Paraplanner

Does this describe you?? Super nerd for all things finance? You know what "CFP®" means (and have probably researched the pass/fail rate)? You've watched a video on excel formulas until the bitter end? Teamwork makes dreams work? Growth mindset? Your friends and family are tired of you asking if they started their Roth IRA yet? Following-through is never just an option? 12 different financial planning software solutions? That's it?!? The last big purchase you made included hours of research - even if it was just a vacuum? If you had the choice, you'd always round to 10 decimals? "Holistic" planning isn't just portfolio managementIf the answer is yes, then you are exactly what we're looking for!More details about the position:Vantage Point Financial is looking to add a key employee to our Team. We are seeking a Paraplanner / Financial Planner who is ready to help an already thriving company continue to grow. We are looking for hard-working, success/detail-oriented employees with positive energy, who possess great people skills and have a "team player" mentality. If you want to join a Financial Services Firm that leads and empowers its clients, employees, and the community to achieve beyond what they thought possible, this may be a good fit for you!MINIMUM QUALIFICATIONS:2+ years of Financial Planning experience OR a degree in Financial PlanningCRM Software / Database experience (Example: Salesforce, Redtail, Etc.)Proficient and comfortable with digital tools, onboarding, and servicingFinancial Planning Software experience (Example: eMoney, Money Guide Pro, RightCapital, Etc.)PREFERRED QUALIFICATIONS:Current CFP or current CFP Candidate In-Process is a plusRightCapital, Holistiplan, Kwanti, and Riskalyze experience is a plusSIE (Securities Industry Essentials) Certification is a plusFINRA Series 65 Securities Licensing (Must be Active & in good standing) is a plusLife & Health Insurance Licensing is a plusROLE DESCRIPTION:Creating a client-friendly culture of success and growth is at the heart of our business model. Prioritizing client needs and helping to create solutions is an integral part of our culture and at the core of everything we do. As a Financial Planner/Paraplanner you will pursue this mission through the following duties and responsibilities:Preparing financial analyses and financial plans for clients.Assisting with analysis, rebalancing, and administration of client investment portfolios.Conducting investment research, reporting, and analysis.Providing support for processing client service needs.Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience. Develop effective working relationships with Team Members and Internal Departments to provide best-in-class service for clientsParticipate in client sales & informational events/venues as neededActively participate in pre and post Client Meeting Support for the Advisor TeamProvide thorough, high-quality research, problem-solving and issue resolutionGenerate various daily, weekly, monthly, and annual reports for Financial Advisor(s) / OfficeREQUIRED SKILLS:Energetic, positive, motivated, and outgoingAbility to prioritize projects and manage timeOrganization skills & attention to detailSelf-directed initiative and follow throughHigh level of confidence, perseverance, and a desire to succeed in a goal-oriented environmentExcellent interpersonal, written, and verbal communicationAbility to closely follow office processes & policies related to office operations & client privacyDesire to be part of a Team Environment and to learn through a mentoring relationshipAbility to adhere to complex Regulatory and Compliance requirementsCOMPENSATION:$55,000 - $100,000 (Base Salary + Bonuses / Incentives)Based on applicable Experience, Certifications, and/or QualificationsCareer growth and advancement opportunities:Ongoing, Specialized TrainingMedical Coverage + 401k Plan w-Match + Profit SharingGenerous PTO Policy and Paid HolidaysMonday-Friday Schedule & Great Work/Life BalanceProfessional, Fun, Motivating AtmosphereWe 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!If you feel you meet this position's requirements, please submit your resume today!

Created: 2025-01-07