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Paraplanner - Financial Advisor

ID Wealth Colorado Springs, CO

  • Posted: over a month ago
  • $42,000 to $65,000 Yearly
  • Full-Time
  • Benefits: vision, 401k, dental, medical,
Job Description

A successful life planning & wealth management company located in Denver/Colorado Springs, CO is seeking a Paraplanner to support our team in the strategy formulation, analytics, preparation and presentation of client financial plans and related wealth management activities.

 

General Duties

  • Support financial planning strategy formulation, data analysis and plan preparation.
  • Client data gathering, discovery, analysis and input into planning software.
  • Utilize the eMoney (or other) financial planning software for financial planning, account aggregation, & vault services.
  • Cash flow projection modeling, budgeting, and what-if scenario evaluations.
  • Support of Brokerage & Investment strategy, analysis, due diligence, proposals & account paperwork.
  • Support of debt management strategy, analysis, market research and client support.
  • Support of Insurance strategy, analysis, proposals & application paperwork.
  • Support of Estate planning strategy, analysis, guidance and support.

 

Minimum Requirements and Capabilities

Minimum 2-3 years of financial services work experience. Candidates should have or be willing to pursue Securities licenses – Series 7, 66, & 63, and other credentials. Recommended commute time under 35 minutes.

  • Bachelor’s or Master’s degree in Financial Planning, Tax/Accounting or Finance.
  • Strong analytical & financial skills, and/or financial products & service knowledge.
  • Strong PC & Microsoft Suite skills, keyboarding, internet research, & technology comfort.
  • Experience with eMoney software or other planning software a plus.
  • Excellent oral, written and interpersonal communication skills.
  • Exceptional organizational skills and ability to multi-task in an office environment.
  • Professional appearance and demeanor.
  • Extreme commitment to confidentiality, ethics and integrity.
  • Energetic, eager to learn, team oriented, hardworking & efficient.
  • Self-motivated with ability to work independently, or under an advisor’s direction, with a focus on meeting deadlines, efficiency & productivity.
  • Highly attentive to details & accuracy, timeliness, positive attitude, support of management, client service, and support of the firm's values and mission.
  • Physical requirements include sitting for extended periods of time, lifting & moving of office files & supplies, and operating office machines & technology. Personal vehicle use at times.
  • Desire to stay current on new developments, trends, practices & regulations in the financial planning, investment, insurance, tax and estate planning areas.
Company Description
ID Wealth is a multi-disciplinary wealth management firm that offers a team approach to meet the needs of their clients.

As represented by our thumbprint logo, we understand that clients are uniquely different in their financial pursuits and deserve an experienced team to better address these goals. At our core is an uncompromised set of values and an unending pursuit to be the best in our respective fields.

ID Wealth

ID Wealth is a multi-disciplinary wealth management firm that offers a team approach to meet the needs of their clients. As represented by our thumbprint logo, we understand that clients are uniquely different in their financial pursuits and deserve an experienced team to better address these goals. At our core is an uncompromised set of values and an unending pursuit to be the best in our respective fields.

Address

Colorado Springs, CO
USA

Industry

Finance and Insurance

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