Career Opportunities Paraplanner The Paraplanner is a member of our financial planning division and works under the direction of our senior partners. The position requires the employee to gather data and information, enter data with attention to detail, perform analysis of information received and generate initial modeling and scenarios. This individual works directly with the firm’s partners and associates. ResponsibilitiesSupport and coordinate with partners and associatesData and information gatheringInput financial dataPerform analysis of dataResearchCoordinate with strategic business partners (legal, tax, investment, etc.)Report preparationManage billing QualificationsBA or BS degreeMinimum 2+ years’ experience in estate/business planning and/or financial services industry preferredCFP® Certified or potentially willing to enroll in a CERTIFIED FINANCIAL PLANNER™ professional certification programFamiliarity with estate planning, trusts and insurance concepts and terminologyExcellent written, oral, and digital communications skillsExcellent interpersonal skills and a collaborative styleAbility to work under pressureAbility to prioritize projects and manage timeProficiency with computer programs, including Microsoft Office Suite (Word, Excel, PowerPoint and Outlook) and CRM database (Salesforce)Ability to enter data efficiently and effectively into planning toolTo apply, please email your resume to [email protected]. In the subject section please title it Resume-[Your Name].