Established and Growing Independent Fee-Only RIA seeks a Paraplanner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.
The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.
Highlights
Collaborate with and support Lead Advisors as part of an ensemble practice to provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
Nurture, manage, and maintain strong client relationships
Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
Excellent career growth trajectory within the firm, potential for Lead Advisor succession
Hybrid role - 3 days in office and 2 work from home
Competitive compensation package including a significant base salary, bonus, and benefits
Requirements
2-3+ years client-facing Financial Advisory experience
Completed or on track towards CFP designation
Drive to continuously improve and grow in a collaborative team based environment