Wealth Paraplanner

Overview

The Wealth Paraplanner is responsible for managing the overall financial planning process supporting multiple regions and business lines.

KEY RESPONSIBILITIES

• Responsible for facilitating the financial planning process with prospective and current clients.
• Responsible for gathering, validating, and analyzing all quantitative detailed information required to create or update financial plans using planning analysis software. Prepare preliminary financial planning recommendations for Financial Planner's review and use in client meetings.
• Primary point of contact for the client throughout the financial planning process. Responsible for ongoing and regular client contact, communication, meetings and coordination with Financial Planner and other support teams.
• Manage and support client access and maintenance of software systems. Assists clients in aggregating their accounts into the software system (eMoney)
• Establish referral paths to other areas of Wealth, Banking and Insurance, including but not limited to Estate Planning & Trust, Investment, Succession Planning and Post-Death services.
• Work with team members across geographies, ensuring efficiency and a consistent client experience.

JOB REQUIREMENTS - EDUCATION, KNOWLEDGE AND SKILLS

Come as you are.

Johnson Financial Group supports and is committed to the principle of equal employment opportunity. We make all employment-related decisions without regard for an individual's race, color, religion, sex, sexual orientation, age, national origin, citizenship, disability, veteran status, or any other protected status as required by law.