Paraplanner

Location: Philadelphia, PA

Salary: $75,000 - $90,000 base salary

Status: Full-time; Hybrid

Are you seeking an opportunity to join a growing firm with the structure, resources, and mentorship needed to help you contribute to a fully holistic planning process? Does working collaboratively with an experienced, values-driven team in an entrepreneurial environment energize you? If you’re someone who takes a long-term view of your career and finds motivation in the process of achieving shared success, we’d love to meet you.

We are an independent advisory firm with a collaborative, team-oriented culture built on mutual respect, shared purpose, and a genuine enjoyment of working together. We prioritize true work-life balance and are committed to using our time, resources, and expertise to make a meaningful impact for future generations. We are dedicated to social justice, LGBTQ+ rights, addressing food insecurity, and advancing human rights. We welcome passionate, mission-driven individuals who are committed to continuous personal and professional growth and who want to contribute to work that truly makes a difference. We are deeply committed to supporting a healthy work/life balance. Our administrative team operates on a 7-hour workday, and we strive for our advisors to maintain similarly manageable schedules. To support this, we have well-defined procedures and robust workflows in place that promote efficiency and enable our team to work effectively within a more balanced workday structure.

We are excited to hire a Paraplanner or an aspiring financial planning professional with a strong record of supporting advisors and delivering exceptional service to clients.

Who You Are:

• Interested in operations with an intense attention to detail.
• Can work in an ensemble-willingness to help whoever needs help.
• Must be interested in your co-worker’s professional growth and wellness.
• You expect a lot of yourself, are driven to excel and understand that this is your life's work.
• High emotional intelligence: resiliency, emotional regulation, self- awareness, social awareness, communication skills, interpersonal skills, ability to manage conflict.
• Meticulous listening skills.
• Flexibility and openness to work on varied priorities.
• An ability to learn quickly and improve upon established methods.
• Excellent process and detail orientation skills.
• An ability to quickly connect with others and to build solid relationships within the firm and across the client base.
• A steady desire to be a long-term contributing member of the team.
• A long view of the opportunities presented by the firm, and the industry overall.

As a Paraplanner, in your new role, you can expect to:

• Foster excellent relationships with clients
• Financial data collection and organization for clients and prospective clients.
• Maintenance of client financial plans in appropriate planning software.
• Prepare financial and investment projections for clients.
• Identify risks and propose solutions for client risk management.
• Consolidate investment research from various research providers, and maintain internal investment recommended lists.
• New account opening and onboarding.

Qualifications for this opportunity include:

• If licensed, a perfect U4, no exceptions.
• Excellent Personal standards and ethics.
• Evidence of prior community advocacy.
• Bachelor’s degree required.
• Series 65 (preferred).
• Insurance licenses (preferred).
• 3-5 years of experience in wealth management.
• 3-5 years in the role (or similar).
• Proficiency with Microsoft word, excel, and outlook
• Preferable, though not required, experience with planning software such as Morningstar Workstation, E-Money, Right Capital, and quote services such as, Ycharts, Bloomberg, etc.
• Intellectual curiosity and passion for our business.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!