Paraplanner - Natoma Wealth

Hightower Advisors•Folsom, CA

17h•Onsite

About The Position

Natoma Wealth is seeking a Paraplanner to join their fast-paced financial advisory practice. The role involves providing technical support to Wealth Advisors by gathering and preparing financial planning documents, assessing client financial situations, and keeping plans current. The ideal candidate will be adaptable, agile, a team player, a clear communicator, and organized.

Requirements

Interpersonal, listening, and written/verbal communication skills.
Must be organized, analytical, able to multi-task and proactively research and solve problems.
Able to work independently and establish priorities.
Proficiency in Word, Excel, CRM, and Outlook.
Working knowledge of a variety of investment tools.
Excellent follow-through and communication to team members regarding status of open items.
Able to work with the highest standards of confidentiality and ethics.
Team player, able to work well with all levels of the practice, and clients.
Bachelor's Degree
Two or more years of experience in a similar position
Series 65 license, other licenses may be required over time
Must be willing to increase knowledge of the industry through continuing education
U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Responsibilities

Gather, organize, and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies, and other information needed to develop a financial plan.
Summarize and communicate information to the Wealth Advisor.
Assist Wealth Advisor with preparing client financial plans, financial scenarios, and presentations.
Attend client meetings.
Prepare notes after client meetings and complete assigned tasks.
Assign, monitor, and complete tasks in CRM.
Assist clients with questions, requests, and/or issues related to various financial planning and investment topics.
Assist in the analysis of clients' outside holdings.
Gather information, prepare, and follow up on updated net worth summaries and other financial information.
Request, scan, and electronically file client tax returns and update CRM for advisor review.
Assist with documenting policies and procedures for the development of financial plans and other related workflows.
Compose and prepare correspondence and client documents, including spreadsheets and reports.
Communicate and collaborate with clients’ professional contacts, i.e., CPAs, attorneys, insurance agents, etc.
Assist Wealth Advisor in monitoring clients’ portfolios.