• Paraplanner

    Posted: 07/26/2022

    The Paraplanner is an important member of our team and works under the direction of a Senior Planner. This position has a broad exposure to all the major fundamental functions of the firm.

    Key Responsibilities include but are not limited to the following:

    • Support financial planners in a variety of ways; including client communication and other planning and tax team tasks
    • Gather client documents for tax returns and financial plans.
    • Attend and document client meetings with Senior Planner.
    • Utilize the CRM to run client reports and update client data.
    • Act as liaison between Financial planners and the Investment Team.
    • Coordinate client paperwork (applications, transfers, etc.)
    • Assist with tax season by assembling and scanning tax returns
    • Pursue paraplanner credential
    Interested parties may apply here.

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