Paraplanner/Support Advisor

Job description

The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development. Essential Duties and Responsibilities: - Support Lead Advisor with analysis, client service, and technical assistance - Learn the technical aspects of the Advisor position and prepare to service clients independently - Manage data and plans in financial planning software - Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation - Analyze asset allocation and generation rebalancing trades - Research investment managers, services, products and pricing - Understand and leverage the resources available at the Broker Dealer to the fullest extent - Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork - Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc. - Other duties as assigned Supervisory Responsibilities: None: Knowledge, Skills, and/or Abilit...