Paraplanner

People People • Olathe, KS

8d • Onsite

About The Position

As a Paraplanner, you will have a variety of responsibilities surrounding our Wealth Management Reviews. You will primarily provide technical and operational support for our Wealth Advisors. You are expected to be a team player, and you occasionally could correspond directly with our clients. You may participate in client meetings but not in an advice capacity. You will have no business development requirements, and you will have the opportunity for advancement. This position will also share responsibility for greeting and directing clients and other visitors; for screening and routing telephone calls and performing a variety of other office duties.

Requirements

• Proficiency with Microsoft Office (particularly Excel/PowerPoint)
• Proficiency with Schwab Advisor Center
• Proficiency with Tamarac
• Proficiency with Advisor Engine
• Proficiency with Adobe Acrobat
• Proficiency with Modestspark
• Ability to obtain and update client financial information.
• Ability to prepare financial reports such as Stock Incentive Summaries, Statements of Net Worth, Retirement/Education Projections, Life Insurance Needs, and Pension/Social Security Claiming Strategies.
• Ability to compile and understand other important reports which comprise our Wealth Management Review books such as Investment Returns/Allocations, Projected Income, YTD Taxable Activity, Recent Transactions, etc.
• Ability to understand and maintain records related to Income Tax, Estate, Insurance, and Philanthropic planning.
• Ability to assist in interpreting tax documents issued by our custodian(s).
• Ability to ensure follow-up letters to client meetings are processed timely.
• Ability to greet and direct clients and other visitors.
• Ability to screen and route telephone calls.
• Ability to perform a variety of other office duties.

Nice To Haves

• High integrity
• Self-motivated
• Driven to continually improve
• Team player
• Passing the CFP® exam

Responsibilities

• Become proficient with software we regularly use, such as Microsoft Office (particularly Excel/PowerPoint), Schwab Advisor Center, Tamarac, Advisor Engine, Adobe Acrobat, Modestspark, etc.
• Maintain our schedule of Wealth Management Reviews with our existing clients and our prospective client pipeline.
• Obtain and update client financial information.
• Prepare financial reports such as Stock Incentive Summaries, Statements of Net Worth, Retirement/Education Projections, Life Insurance Needs, and Pension/Social Security Claiming Strategies.
• Compile and understand other important reports which comprise our Wealth Management Review books such as Investment Returns/Allocations, Projected Income, YTD Taxable Activity, Recent Transactions, etc.
• Understand and maintain records related to Income Tax, Estate, Insurance, and Philanthropic planning.
• Assist in interpreting tax documents issued by our custodian(s).
• Ensure follow-up letters to client meetings are processed timely.
• Share responsibility for greeting and directing clients and other visitors.
• Screen and route telephone calls.
• Perform a variety of other office duties.

Benefits

• Salary commensurate with experience (80% base and 20% production)
• Up to an additional $5,000 annually in incentive bonuses
• Compensation increase of $10,000 annually upon passing the CFP® exam
• Reimbursement of costs associated with preparing for and taking the CFP® exam up to $6,000
• 401(k) plan with 150% match on the first 6% of contributions
• Annual, discretionary contributions to Profit Sharing Plan
• Group health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Short-term disability insurance
• Long-term disability insurance
• 15 paid personal days annually (includes sick days)
• Paid holidays (all days the securities markets are closed)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed