Financial Paraplanner

This is a perfect position for someone looking to re-enter the workforce in a professional finance and accounting role. It is 5 days per week but with work scheduling flexibility. A background in the financial industry, banking, or accounting is preferred, but not required. It is great for people used to and familiar with a professional office environment. Once hired you will work directly with clients on an administrative basis. You will not be giving advice, developing leads, or cold calling. This is an internal (non-sales) position. If desired, a career path to a client facing financial adviser is possible.

Position Responsibilities

· Assist in financial planning data entry, collection, and review.

o Create pre-liminary one-page financial plans.

· Assist in client onboarding and account management.

o Account opening.

o Establishing money links/ACH authorizations.

o Transferring accounts to Schwab.

o Linking accounts to third party software systems.

o Working with Schwab to fix issues.

· Prepare client presentations for advisers.

· Manage client meetings and scheduling process.

· Oversee CRM database and records data.

· Complete quarter end reporting process.

· Manage “team” email.

Characteristics - What We Need From You

· You are never afraid to pick up the phone to solve a client problem when email isn’t working.

· You are great with numbers, spreadsheets, datasets.

· You do more than tolerate tech, you adopt it and improve it.

· You love to solve problems, but you know when to ask for help.

· If you say you’ll do something, you’ll get it done.

· You show up on time, every time.

· You have an obsession to detail.

· You know how to deliver exceptional customer service.

Qualifications

· Bachelor's degree required.

· At least 1-3 years of professional experience.

· Proficiency with Microsoft Office Suite.

· Series 65 preferred, not required.

· Some experience with financial planning software.

We offer competitive compensation and benefits packages, such as a profit sharing plan. It expected that the job be performed on-site in our offices, 9AM to 5PM, Monday through Friday. However, flexibility around scheduled hours is permissible with prior authorization. This is an excellent opportunity for individuals looking looking to get back into the workforce and genuinely enjoy working with clients and solving their problems.

To apply, please submit your resume highlighting your relevant experience in customer service, relationship management, and professional services. Only qualified candidates will be contacted for further consideration.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Pittsburgh, PA 15241: Relocate before starting work (Required)

Work Location: In person