Virtual Paraplanner with CFP

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.
Qualifications:

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

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