Job Posted: 09.09.2021 18:31:19
This is a virtual, 1099, highly flexible position. Competitive hourly rate of $25 to $42 per hour depending on experience.
We are looking for a motivated CFP® (or CPA, CPWA, etc.) professional to join Integrity Investment Advisors for about 10 hours per week as our new Virtual Paraplanner. The ideal candidate is passionate about personal finance and helping clients make progress toward their financial goals. We are looking for a committed lifelong learner who maintains a strong focus on their professional growth, new ideas, and best practices. This position will work closely with our team to prepare intake forms for clients, help to understand client goals and key objectives, develop financial plans, establish best practices, develop a client service / planning calendar for client segments, conduct research and analyses, and coordinate client service needs with team members.
We are looking for a flexible, long-term relationship with this virtual paraplanner. Key objectives:
Financial planning expert with deep knowledge & the ability to develop best practices to help clients make progress toward their goals.
Ability to use key software: Orion, Advizr (we want most clients in Advizr planning), Money Guide Pro potentially for more complex plans, RedTail CRM, excel & MS products.
Process-driven go-getter. We want to segment clients for working & retired, portfolio size and other life events. We want to develop best practices around typical planning events. Create a client dashboard document with key planning data, goals and monitor progress over time. We also use fpPathfinder (love it) for key checklists & workflows. We also want to develop more of a “return on life process” for clients. Money is a tool. How do we align your money with your values and allow you to live your best life possible? If this aligns with your personal values, please apply.
Help new and existing clients make progress toward their goals. Create financial plans, modeling, action items.
Help keep clients on track. Participate in client meetings as needed.
Bachelor’s degree & passed CFP (in progress toward work experience or full CFP designation) or possibly a CPA designation.
3+ years of financial planning industry experience
Self-motivated, process-driven, independent, detail-oriented, passion for helping clients
Well versed in Orion, Advizr, MoneyGuidePro, Excel, MS Office, Zoom and more
Next steps to apply:
Please send a) your resume and b) a cover letter answering the following questions:
What interests you in the financial planning field?
Why are you interested in the Paraplanning gig with Integrity Investment Advisors?
What are some of your favorite financial planning resources, best practices, podcasts, books or strategies?
Tagged as: advizr, excel, money guide pro, orion
More than 6 months
Less than 30 hrs/week
Withdraw money from fiverr, upwork, freelancer, one hour translation, shuttershock, gettyimages etc with Payoneer
Get Paid Directly to Your Local Indian Bank Account in INR at Low Cost – only 2%.
Your clients can now pay you from their credit card or bank account via the Payoneer Billing Service
Free registration. $25 Bonus for signup
When you signup for Payoneer and withdraw $1000 per year, you will get a bonus of $25 just for using it. Use “Register Now” button to receive the bonus.
Work with clients from all over the world
Receive payment easily from any freelancing marketplaces like
Airbnb, Fiverr, Amazon, UpWork and Commission Junction worldwide.
Low Fees and Good Limits in India
Up to 2% – With Payoneer you can easily withdraw funds to your Indian bank account in local currency at excellent rates, giving you more local currency for your hard work!