What are the responsibilities and job description for the Paraplanner (Part-time) position at Johnson Financial Advisors?
About Us:
Johnson Financial Advisors is a leading financial advisory firm committed to providing comprehensive wealth management services to our clients. We specialize in investment management and financial planning, helping individuals and families achieve their financial goals with confidence and clarity.
Job Summary:
We are seeking a detail-oriented Paraplanner to join our team on a part-time basis, with the potential to transition into a full-time role in the future. This could also be seen as an internship opportunity for someone who has significant experience with financial planning software. The Paraplanner will assist financial advisors in providing financial planning services to clients. This role involves conducting research, preparing financial reports, and assisting advisors with their client interactions.
Duties:
- Prepare financial plans and reports for clients.
- Collaborate with financial advisors to provide comprehensive financial advice.
- Maintain client records and update financial information as needed.
- Transition existing financial plans to new financial planning software
Skills:
- Proficiency in financial planning software, including Money.
- Strong knowledge of cash management principles.
- Familiarity with research methods and tools.
- Understanding of wills, trusts, and estate law.
- Ability to perform financial analysis and interpret data.
- Knowledge of tax regulations and implications on financial planning.
- Understanding of portfolio management strategies.
- Proficient with Microsoft Excel.
This position offers the opportunity to work closely with experienced professionals in the finance industry, providing valuable insights into financial planning and wealth management. If you are a motivated individual with a passion for finance and helping clients achieve their financial goals, we encourage you to apply.
Job Type: Part-time
Pay: From $23.00 per hour
Expected hours: 10 – 20 per week
Ability to Relocate:
- Tempe, AZ 85281: Relocate before starting work (Required)
Work Location: In person
Salary : $23