Financial Paraplanner

Company: Phillips Financial

Position: Paraplanner

Overview:
Located in Fort Wayne, IN and with over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to a multi-disciplinary planning organization with more than 30 associates and managing over $2 billion in assets under management (900 client base). We are looking to hire a full‐time Paraplanner associate. Preferred candidates must hold a bachelor’s degree in Financial Planning, Accounting, Finance, or Mathematics. The Paraplanner is responsible for working with Financial Advisors to interpret data, input data, analyze, and run reports in the financial planning software. The Paraplanner may also work with Financial Advisors on investment review preparation, trade execution, and other special projects. Candidates must be detail-oriented, able to prioritize multiple tasks and projects, proficient in Microsoft Office, have a strong work ethic, and be a team player but can work independently. Phillips Financial has developed a career track for advisory professionals who enter this role. Depending on career goals, this Paraplanner would have the opportunity to grow into an Advisor position over time.

Key Areas of Responsibilities

• Financial plan preparation
• Financial planning services and client follow-up
• Investment review preparation
• Trade execution
• Special Projects

Requirements for success

• Standard of excellence
• Strong communication skills
• Attention to detail and excellent organization skills
• Accuracy
• Ability to multi‐task
• Proficient with technology, MS Office, CRM experience a plus
• Resourcefulness and ability to problem-solve

Benefits

• Competitive salary and bonus opportunity commensurate with experience
• Comprehensive benefits package, including health, dental, disability, and vision insurance, HSA contribution, 401k match, and professional development reimbursement
• Generous PTO and 10 paid company holidays

Job Type: Full-time

Pay: $45,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• Yearly bonus

Physical setting:

• Office

Schedule:

• Monday to Friday

Experience:

• Financial planning: 1 year (Preferred)

License/Certification:

• CFP (Preferred)

Ability to Commute:

• Fort Wayne, IN 46804 (Preferred)

Ability to Relocate:

• Fort Wayne, IN 46804: Relocate before starting work (Required)

Work Location: In person

Salary : $45,000 - $75,000