About the position:
Vantage Point Financial is looking to add a key employee to our Team. We are seeking a Paraplanner / Financial Planner who is ready to help an already thriving company continue to grow. We are looking for hard-working, success/detail-oriented employees with positive energy, who possess great people skills and have a “team player” mentality. If you want to join a Financial Services Firm that leads and empowers its clients, employees, and the community to achieve beyond what they thought possible, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
- 2+ years of Financial Planning experience OR a degree in Financial Planning
- CRM Software / Database experience (Example: Salesforce, Redtail, Etc.)
- Proficient and comfortable with digital tools, onboarding, and servicing
- Financial Planning Software experience (Example: eMoney, Money Guide Pro, RightCapital, Etc.)
- PREFERRED QUALIFICATIONS:Current CFP or current CFP Candidate In-Process is a plus
- RightCapital, Holistiplan, Kwanti, and Riskalyze experience is a plus
- SIE (Securities Industry Essentials) Certification is a plus
- FINRA Series 65 Securities Licensing (Must be Active & in good standing) is a plus
- Life & Health Insurance Licensing is a plus
ROLE DESCRIPTION:
Creating a client-friendly culture of success and growth is at the heart of our business model. Prioritizing client needs and helping to create solutions is an integral part of our culture and at the core of everything we do. As a Financial Planner/Paraplanner you will pursue this mission through the following duties and responsibilities:
- Preparing financial analyses and financial plans for clients.
- Assisting with analysis, rebalancing, and administration of client investment portfolios.
- Conducting investment research, reporting, and analysis.
- Providing support for processing client service needs.
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
- Develop effective working relationships with Team Members and Internal Departments to provide best-in-class service for clients
- Participate in client sales & informational events/venues as needed
- Actively participate in pre and post Client Meeting Support for the Advisor Team
- Provide thorough, high-quality research, problem-solving and issue resolution
- Generate various daily, weekly, monthly, and annual reports for Financial Advisor(s) / Office
- REQUIRED SKILLS:Energetic, positive, motivated, and outgoing
- Ability to prioritize projects and manage time
- Organization skills & attention to detail
- Self-directed initiative and follow through
- High level of confidence, perseverance, and a desire to succeed in a goal-oriented environment
- Excellent interpersonal, written, and verbal communication
- Ability to closely follow office processes & policies related to office operations & client privacy
- Desire to be part of a Team Environment and to learn through a mentoring relationship
- Ability to adhere to complex Regulatory and Compliance requirements
COMPENSATION:
- $55,000 - $100,000* (Base Salary + Bonuses / Incentives)
- *Based on applicable Experience, Certifications, and/or Qualifications*
- Career growth and advancement opportunities:
- Ongoing, Specialized Training
- Medical Coverage + 401k Plan w-Match + Profit Sharing
- Generous PTO Policy and Paid Holidays
- Monday-Friday Schedule & Great Work/Life Balance
- Professional, Fun, Motivating Atmosphere
We want to help you reach your full potential! We are looking for hard-working candidates with a passion for Financial Planning and who genuinely enjoy making a difference in people’s lives!
