Paraplanner

Paraplanner

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.

Introduction to the team

We are currently seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor (RIA). Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth.

Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities :

Collects, validates, and analyzes financial data

Inputs data into financial planning software and the develops of initial planning recommendations

Assists with ongoing portfolio monitoring and account maintenance

Interacts with other team members and departments to coordinate the delivery of service to clients

Provides ongoing support of client relationships, handles day-to-day client requests and issues

Provides efficient and accurate year-end tax information to CPAs

Qualifications :

Bachelor's degree in related field required

1 year of wealth management and investment advisory experience preferred

Experience in a public accounting or professional services firm environment preferred

Insurance knowledge preferred

Series 65 preferred and / or willing to obtain within 180 days of hire

Experience with CRM, portfolio accounting, rebalancing and or financial planning software preferred

Excellent communication, organizational, and client relationship skills

Ability to work on multiple projects at once while consistently completing projects on time and with few revisions

Understands firm's wealth management process

Ability to function as part of a regional team

Ability to think critically, take initiative and problem-solve

Ability to comfortably maintain poise and diplomacy amongst both client and company personnel

Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

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Primary Location Portland, OR

Employee Status : Regular

Schedule : Full Time

Req ID : 28366