The Paraplanner will assist financial advisors in preparing for client meetings, developing financial plans, and providing exceptional customer service. This role requires a detail-oriented individual with strong analytical skills and the ability to manage multiple tasks efficiently.
Key Responsibilities:
Meeting Preparation:
- Assist advisors in preparing for client meetings using tools such as:
- eMoney
- Riskalyze
- Broadridge
- Asset Map
- Salesforce
- Handle statement requests from third parties.
- Run illustrations for Life, LTC, Disability, and Annuity products.
Financial Plan Development:
- Review and analyze client financial data.
- Gather and organize necessary data for financial planning.