Paraplanner

Moss Adams LLP • San Francisco, CA

59d

About The Position

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team We are currently seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor (RIA). Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Requirements

• Bachelor's degree in related field required
• Excellent communication, organizational, and client relationship skills
• Ability to work on multiple projects at once while consistently completing projects on time and with few revisions
• Understands firm's wealth management process
• Ability to function as part of a regional team
• Ability to think critically, take initiative and problem-solve
• Ability to comfortably maintain poise and diplomacy amongst both client and company personnel

Nice To Haves

• 1 year of wealth management and investment advisory experience preferred
• Experience in a public accounting or professional services firm environment preferred
• Insurance knowledge preferred
• Series 65 preferred and/or willing to obtain within 180 days of hire
• Experience with CRM, portfolio accounting, rebalancing and or financial planning software preferred

Responsibilities

• Collects, validates, and analyzes financial data
• Inputs data into financial planning software and the develops of initial planning recommendations
• Assists with ongoing portfolio monitoring and account maintenance
• Interacts with other team members and departments to coordinate the delivery of service to clients
• Provides ongoing support of client relationships, handles day-to-day client requests and issues
• Provides efficient and accurate year-end tax information to CPAs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Number of Employees: 5,001-10,000 employees