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SalaryAbout Us
World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Pensionmark Financial Group - A World Company - is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, Pensionmark supports $48B assets1 across 65 offices and 310 team members.
Position Objective, Typical Duties and Responsibilities
Pensionmark is seeking a highly skilled and detail oriented Paraplanner to join our firm where we are committed to providing comprehensive and personalized financial solutions to our clients.
The Paraplanner will work closely with our financial advisors to support the financial planning process and ensure the delivery of top-notch service to our clients. This position will have a focus on integrity, expertise and innovation while striving to help individuals and businesses achieve their financial goals.
Position Requirements
Preference Given to Candidates with the Following Qualifications:
Compensation
The salary for this position generally ranges between $60,000-$90,000. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program.
Why Pensionmark?
Perks & Benefits
Stimulating Environment
At Pensionmark, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Equal Employment Opportunity
At World Insurance Associates (WIA) and Pensionmark Financial Group we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
1As of December 31, 2021, the Pensionmark network of advisors and independent advisory firms collectively provide investment management and retirement plan consulting support to over $51 billion in assets, including discretionary assets under management (AUM) of over $8.4 billion.
World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Pensionmark Financial Group - A World Company - is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, Pensionmark supports $48B assets1 across 65 offices and 310 team members.
Position Objective, Typical Duties and Responsibilities
Pensionmark is seeking a highly skilled and detail oriented Paraplanner to join our firm where we are committed to providing comprehensive and personalized financial solutions to our clients.
The Paraplanner will work closely with our financial advisors to support the financial planning process and ensure the delivery of top-notch service to our clients. This position will have a focus on integrity, expertise and innovation while striving to help individuals and businesses achieve their financial goals.
- Financial Analysis: Conduct in-depth analysis of clients' financial circumstances, including income, expenses, investments, and liabilities to assist in creating comprehensive financial plans.
- Client Communication: Assist advisors in preparing for client meetings by generating reports, presentations, and other materials. Communicate with clients to gather necessary information and address inquiries.
- Collaboration with Advisors: Collaborate with financial advisors to develop and implement financial plans that align with clients' goals and objectives.
- Research and Due Diligence: Stay updated on financial market trends, investment options, and regulatory changes. Conduct thorough research to identify suitable investment products and strategies.
- Financial Planning Software: Utilize financial planning software to create financial models, projections, and scenario analyses. Keep software tools up-to-date and provide training to team members as needed.
- Documentation and Compliance: Ensure all client files and documentation are accurate, complete, and comply with regulatory standards. Assist in maintaining compliance with industry regulations and internal policies.
- Continuous Professional Development: Stay informed about industry best practices, attend relevant training sessions, and pursue professional certifications to enhance skills and knowledge.
Position Requirements
- Bachelor's degree in Finance, Business, or a related field.
- Relevant industry certifications preferred.
- Proven experience as a paraplanner or similar role in a financial services setting.
- 5 or more years of relevant financial services industry experience.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in financial planning software and Microsoft Office suite.
- Knowledge of financial products, investment strategies, and regulatory requirements.
Preference Given to Candidates with the Following Qualifications:
- Actively pursuing, or desire to pursue, a CFP designation.
Compensation
The salary for this position generally ranges between $60,000-$90,000. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program.
Why Pensionmark?
- Great company culture with an awesome team-oriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
- Professional growth opportunities
- Friendly and collaborative work environment
- Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering
Perks & Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Generous Paid Time Off Policy
- Paid Mental Health Days
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Remote Work Opportunity
Stimulating Environment
At Pensionmark, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Equal Employment Opportunity
At World Insurance Associates (WIA) and Pensionmark Financial Group we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
1As of December 31, 2021, the Pensionmark network of advisors and independent advisory firms collectively provide investment management and retirement plan consulting support to over $51 billion in assets, including discretionary assets under management (AUM) of over $8.4 billion.
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