Job Description

JOB SUMMARY

Fee-only, independent registered investment advisory firm seeks a highly motivated Paraplanner/Investment Consultant.  We are looking for a candidate that is passionate about the fee-only, financial planning industry.  This is a full-time position but for the right candidate, we would be willing to consider part-time.  CFP certification or candidacy is a plus.

RESPONSIBILITIES

Responsibilities will vary based on experience

_     FINANCIAL PLANNING_

• Coordinate with custodians on account opening paperwork, distribution and transfer requests
• Monitor frequency of client interaction and assist in scheduling meetings
• Work with Practice Leaders to prepare and update financial plans
• Follow up on technical/investment/planning items from client meetings
• Create financial plans and proposals for new clients

_     INVESTING_

• Monitor accounts daily for rebalancing, or other investment update needs (deposits, withdrawals, maturities, etc)
• Monitor accounts to ensure sufficient cash is available for monthly client distributions
• Recommend then make appropriate trades once approved by Practice Leaders

_     PRACTICE MANAGEMENT_

• Update Client Relationship Manager (CRM) and client notes
• Assisting with the creation and implementation of workflows and procedures to improve efficiency and enhance client experience.

QUALIFICATIONS

• Ability to obtain Series 65 within 120 days of employment
• Business degree with Emphasis in Finance, Accounting or CIS is preferred
• Proficiency with Microsoft Office (Word, Excel, and PowerPoint), especially Excel
• Strategic thinker, proactive, self-starter
• Exceptional organization and time management skills
• Ability to manage self and priorities, define own role and seek out additional responsibility with minimal guidance

We are a growing firm that is excited about adding the right person to our team.  You will play a vital role in our firm’s ongoing growth and development.

COMPENSATION:  No commissions.  Competitive salary based on experience and bonus (bonus based on firm’s success)

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Company Description

Fiduciary Advisors, Inc. was created to assist individuals, retirement plan sponsors and other fiduciaries with the management of their investments. Our goal is to produce an overall investment strategy and to provide ongoing investment advice and technical support. We help our clients develop or define components of prudent investment strategies: investment policy statements, asset allocations, implementation procedures and performance monitoring standards. Because we are advisors --not brokers-- we can deliver complete objectivity in the selection of investment vehicles to achieve chosen asset allocations. We provide solutions, we don't sell products!