Paraplanner / Support Advisor

The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include : data gathering, modeling, case design, scenario building, and plan and presentation development.

Essential Duties and Responsibilities

• Support Lead Advisor with analysis, client service, and technical assistance
• Learn the technical aspects of the Advisor position and prepare to service clients independently
• Manage data and plans in financial planning software
• Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
• Analyze asset allocation and generation rebalancing trades
• Research investment managers, services, products and pricing
• Understand and leverage the resources available at the Broker Dealer to the fullest extent
• Commitment to culture requires a demonstration of professionalism, accountability, customer / client focus, and teamwork
• Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc.
• Other duties as assigned

Supervisory Responsibilities : None

Knowledge, Skills, and / or Abilities

Education and / or Experience

Certificates, Licenses, Registration