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SalaryParaplanner
** This is a fully remote role **
Do you want to join a firm that prioritizes your happiness, work-life balance, and understands you have a life outside of your day job? Are you excited about surprising and delighting clients in original and thoughtful ways? Does leveraging new technology to make your job easier and more efficient sound like a big sigh of relief?
Then, we would love to meet you!
We’re Archer Investment Management, a small but mighty (and growing!) firm based in Austin, TX and Charlotte, NC.
If you have a strong Wi-Fi signal, a positive attitude, and an insatiable desire to learn, you may have just stumbled upon your next great role (we sure hope it’s you, are we excited to find you!).
ABOUT THE ROLE
· We are 100% digital, remote, and flexible.
· We work with a limited number of clients.
· Our processes are streamlined using industry-leading technology.
· You will have a voice on the team.
· Personal and professional growth is encouraged.
· Our firm is a B-corp, look it up (it’s kind of a big deal!).
· Transparency and accountability are woven into everything we do.
· You will be valued and we’ll give you autonomy and growth opportunities.
Refreshing, right?
Although we are a bunch of number nerds, on this team, you are more than a number.
WHAT YOUR DAY-TO-DAY WORK COULD LOOK LIKE
Speaking of numbers, let’s talk more about what a typical day for you could look like.
As a paraplanner, you will communicate with clients to gather and analyze statements and financial data to build comprehensive financial plans. You’ll work alongside our other kind and open-minded lead planners to develop recommendations and evaluate strategies that bring value to our clients.
You’ll log on to virtual meetings to help review data, record notes, and follow through on action items.
Here are a few more details on what this role looks like.
· Gather data from prospective and current clients and enter information into financial planning software.
· Analyze tax returns, estate planning documents, and insurance and investment statements.
· Prepare recommendations for financial plan delivery meetings and client annual review meetings.
· Respond to client emails and share financial planning updates.
· Follow up on post-meeting to-do’s and tasks to keep everyone moving forward.
· Utilize and maximize current RightCapital, Holistiplan, Orion, and Nitrogen technologies.
· Identify new technologies to improve planning processes to add value to our clients.
· Provide support on special projects and miscellaneous admin tasks as needed.
· Participate in weekly team meetings that provide feedback and continued education opportunities.
This role is an excellent fit for you if you are AN organized SELF-STARTER, skilled at thinking ahead, and collaborate well with others while crunching numbers and gathering all the nitty gritty details.
PREFERRED SKILLS + EXPERIENCE
You are…
· Able to work independently and take direction from multiple parties simultaneously.
· Highly organized with a strong ability to prioritize tasks.
· Attention to detail and good problem-solving skills.
· Ability to synthesize complex data into simple bullet points.
· Excellent written and verbal communication skills.
· Impeccable ethics and integrity.
· Strong computer skills.
Experience
· Financial Services: 5 Years (Required) including 3 years of paraplanning work.
License/Certification
· Certified Financial Planner Practitioner™ CFP (Required).
BENEFITS & COMPENSATION
· Competitive base salary + bonus based on experience and skills.
· Discretionary profit sharing (eligibility begins after the first full year of employment).
· Medical and dental insurance, 401(k) with employer match, and short and long term disability coverage.
Job Type: Full-time
Pay: $70,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Health savings account
- Parental leave
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
Work Location: Remote
