Valley Consulting Partners LLC · 5 days ago
Paraplanner (Wealth Management)
Novato, CA
Full-time
Onsite
Mid Level
$70K/yr - $95K/yr
3+ years expValley Consulting Partners LLC is a firm dedicated to providing a comprehensive suite of financial and retirement planning services. They are seeking a Paraplanner to support the financial planning process by preparing financial plans, conducting investment research, and assisting with client meetings and account management tasks.
Human Resources
Hiring Manager
Patrick Skeivik
Responsibilities
Prepare client review materials and ensure that data required for review is accurate
Lead the preparation for client meetings including drafting financial plans and recommendation with oversight from Lead Advisor and participate in meetings as needed
Apply firm-specific modeling techniques across various software platforms (eMoney, Bucket Methodology)
Demonstrate technical understanding of each client’s financial situation and planning objectives
Support the client onboarding process by completing financial plan and investment proposals within the appropriate software applications
Collaborate with the Client Service Team to fulfill client requests efficiently
As needed, assist with client requests and prepare paperwork including, but not limited to, opening new accounts, closing accounts, transferring assets, deposits, withdrawals, Required Minimum Distributions (RMDs), etc
Conduct 401(k) rollover calls with limited supervision
Identify outside assets and assist in the onboarding or transitioning of assets to New Aspect
Support and deepen client relationships with limited oversight
Track all client updates and interactions in CRM (Redtail), as well as assign and complete client-related tasks in CRM via Workflows
Other duties as assigned
Qualification
Required
Minimum 3 years of paraplanning, operations, administrative support in wealth management
Financial Paraplanner Qualified Professional (FPQP) designation required or willingness to attain within 6 months of employment
Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs
Strong problem resolution skills
Detail-oriented with a high degree of accuracy
Exceptional organizational skills: ability to multi-task and follow up to meet deadlines
Highly competent computer skills and advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Zoom, Adobe Acrobat, RingCentral, Calendly
Exceptional oral, written, and interpersonal communication skills
Impeccable ability to maintain confidentiality and integrity
Energetic, eager to learn, and willing to cooperate in a team environment as a team player
Preferred
Preferred or willingness to pursue: FINRA Series 7
Familiarity with eMoney, Pershing (NetX360), Assetmark, Redtail preferred
Benefits
401(k) retirement plan with employer match contribution
Paid vacation
Sick
Personal
Holiday hours
Health care stipend
Company
Valley Consulting Partners LLC
We offer a wide range of people-centric solutions designed to meet the unique needs for Businesses and Professionals.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase