Paraplanner

Job description

Location: 800 Philadelphia Street Hours: Monday - Friday: 8AM-5PM (Additional hours as necessary to meet the objectives of the department) Function : The Paraplanner provides critical technical and analytical support to Financial Advisors within the Financial Services division. This unlicensed position focuses on data analysis, financial plan preparation, research, and documentation support—without delivering direct investment advice or recommendations to clients. The successful candidate will hold a certification such as the Financial Paraplanner Qualified Professional (FPQP®) and thrive in a collaborative, detail-focused environment. Duties and Responsibilities: Gather, organize, and analyze client financial information (e.g., balance sheets, tax returns, investment statements, insurance policies). Enter data into financial planning software to create scenarios, including cash flow projections, retirement planning, risk analysis, and investment modeling. Prepare comprehensive financial plans, reports, illustrations, and supporting materials for licensed Financial Advisors’ review. Research investment products, tax strategies, estate planning options, and market trends to inform p...