Financial Paraplanner

Goodwin Investment Advisory•Woodstock, GA

2d•$70,000•Hybrid

About The Position

Goodwin Investment Advisory is a growing wealth management firm dedicated to providing comprehensive financial planning and investment management services. We are committed to delivering exceptional client experiences and tailored financial solutions. At Goodwin Investment Advisory, we are a team that loves working together. Our culture is anchored by our core values. We believe that having humility alongside confidence is essential. We are dedicated to personal growth and eagerly contribute our unique abilities to the team. We enjoy life and enjoy having fun, but we also put our money where our mouth is and pursue financial freedom in our own lives. Doing what you say you're going to do is key. We have empathy by sharing the significance of life's experiences together. We are seeking a motivated and detail-oriented professional to join our team as a Financial Paraplanner and help make a meaningful impact on the lives of families across North Georgia. As a Paraplanner, you will play a critical role in supporting our advisory team by preparing financial plans, conducting research, and managing key client data. The ideal candidate is analytical, organized, and eager to grow within the financial planning profession. A FINRA Series 65 certification is required. Our mission at Goodwin Investment Advisory is to lead people to financial peace, independence, and generosity. If you desire success, share our vision, and feel you can help our team go further faster, we would love to hear from you! We know that a strong, inclusive team makes us better. That's why we welcome applicants from all backgrounds and experiences.

Requirements

Bachelor's degree
3+ years of professional experience (finance, education, counseling, sales)
Passionate about making a difference in the lives of others
Strong communication and interpersonal skills
Detail-oriented with a high level of care
Required to be in office Monday-Thursday, work from home on Friday, if desired
Series 65

Responsibilities

Handle customer service tasks, including responding to client inquiries and providing information
Manage trade-related client services tasks, including scheduling and executing money movement. Conduct capital gains research
Open new accounts, create game plans, and track funding
Oversee financial planning software’s maintenance, including account setup, profile edits, plan setup, and investment updates
Prepare meeting templates and information for advisors, including financial planning
Research client profiles and pertinent financial information
Attend prospect and client meetings, take notes, enter tasks, and send follow-up emails.
Execute tasks arising from meetings where appropriate
Support the financial planning process through data entry, research, and basic plan preparation
Perform compliance tasks such as new account reviews and cash balance reports
Conduct random account reviews and maintain monthly trade blotters