Paraplanner

Job Summary

We are currently seeking a motivated and detail-oriented individual to join our team as an Entry-Level Paraplanner at our esteemed financial services firm. This is an excellent opportunity for someone who is passionate about financial planning, possesses strong analytical skills, and is eager to kickstart their career in the financial services industry. As an Entry-Level Paraplanner, you will work closely with experienced financial planners to provide crucial support in client services, financial analysis, and administrative tasks.

Essential Duties and Responsibilities:

Financial Analysis:

• Assist in collecting, organizing, and analyzing client financial information.
• Prepare financial reports, projections, and analyses to aid in the financial planning process.
• Stay updated on market trends and investment options.

Client Services:

• Interact with clients to gather necessary information and address inquiries.
• Support financial planners in preparing for client meetings.
• Collaborate with the team to ensure high-quality client service and satisfaction.

Financial Planning Support:

• Contribute to the development of comprehensive financial plans.
• Assist in the implementation and monitoring of financial strategies.
• Ensure accuracy and completeness of financial documents and plans.

Administrative Tasks:

• Maintain organized client files and documentation.
• Assist in the preparation of client communications, presentations, and reports.
• Handle general administrative responsibilities to contribute to office efficiency.

Non-Essential Duties and Responsibilities:

• Be available at the direction of Management for other duties and responsibilities including various projects.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong interpersonal and communication skills to deal with financial advisors, support staff, and Cambridge home office staff in all types of matters including those that may be sensitive.
• Project a professional and pleasant demeanor to work with advisors, utilize tact and diplomacy in dealing with advisors in a deadline-driven environment.
• Ability to effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines.
• Employ good analytical skills to be able to research and resolve problems.
• Work independently under minimal supervision.
• Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Excellent command of graphic design software and firm grasp of proper design/layout.
• Helps set up and improve workflow processes when and where needed
• Richly communicates – asks questions, probes, listens, responds
• Independently balances multiple concurrent assignments with shifting priorities

Education/Previous Experience Requirements:

• (Preferred) Bachelor’s degree from college or university in related field or
• An equivalent combination of experience, education, and/or training as approved by the firm.

Licenses/Certifications:

• (Preferred but not required) Securities Industry Exam (SIE) and/or Series 6/7 or Financial Paraplanner Qualified Professional (FPQP) designation

Conte Wealth Advisors Guiding Principles

At Conte Wealth Advisors, our associates use four guiding principles: Integrity, Flexibility, Commitment and Kindness, to deliver a consistent, exceptional experience with every client engagement.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same.
• Embrace the ‘team’ concept.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

Job Type:

• Part-time with the structure of up to 20 hours a week and the opportunity to become a full-time position.

Compensation

• $20-24/hour based on applicable Experience, Certifications, and/or Qualifications.

Location

• Camp Hill, PA

Remote or In-Person:

• In Person

Job Type: Part-time

Pay: $20.00 - $24.00 per hour

Expected hours: 20 per week

Benefits:

• Flexible schedule
• Retirement plan

Compensation package:

• Hourly pay

Schedule:

• Day shift
• Monday to Friday
• No nights
• No weekends

Work Location: In person

Salary : $20 - $24