Paraplanner- White Pine Wealth Management

Hightower • Falmouth, ME

20h • Onsite

About The Position

The Paraplanner contributes to the team’s efforts in the understanding of clients’ goals and objectives and in developing personalized, comprehensive financial solutions to help achieve clients’ desired outcomes. You will play a vital role in inspiring families, driving financial success, and developing strong connections with our clients.

Requirements

• Bachelor’s degree
• 2+ years of experience in the financial services industry in a client relationship position.
• Excellent written and verbal communication skills, and interpersonal skills.
• Ability to operate independently in dealing with broad concepts and manage multiple priorities
• Knowledge of different investment and financial planning topics and a commitment to client service
• Ability to become proficient in the use of client relationship management and comprehensive financial planning software and technologies

Nice To Haves

• Series 7, 65 Preferred, Insurance license and Paraplanner or other related designation a plus
• Experience with Black Diamond, eMoney, Excel and Salesforce CRM are all a plus but not required

Responsibilities

• Help with multiple aspects of preparation, development, and implementation of financial plans
• Establish and nurture excellent client relationships through personalized interactions through in-person, telephone, and email communication channels, serving as the primary contact for client account servicing requests.
• Process all updates to account instructions.
• Process transactions, coordinate account funding and administer client cash flow needs.
• Maintain up-to-date client records and document all client interactions and service work to ensure accurate client information.
• Maintain compliance with corporate and regulatory standards while supporting company-initiated projects as needed.
• Work together with the team to provide superior client service
• Support the team with other ad hoc tasks
• Assist with Client meeting preparation, including scheduling, data collection, quality control.
• Work with the entire Fairport Wealth team to ensure alignment between each client’s Plan and implementation strategy.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees