Join our Team at CAM! Experienced Paraplanner (Start Q1 2024) Remote · Full time

Apply for Experienced Paraplanner (Start Q1 2024)

A Few Points about Our Ideal Candidate – Is This You?!

You are passionate about the technical side of financial planning.

You love the challenge of solving puzzles. You don't like making errors (who does?!), but you LOVE finding them (because you have excellent attention to detail and insist on high quality client deliverables).

You embrace our core values of curiosity and tenacity, and you want to keep learning.

You’ve played different roles in your 10 to 20 year career – some in financial services and perhaps some not – and are convinced that your calling is to help people through the creation and maintenance of outstanding financial plans.

You thrive in the “2^nd” chair providing outstanding financial planning support to lead advisors and high net worth clients. You want a role you can be happy in for the long-term where there is zero expectation on our side that you will be transitioning into sales or business development.

You want to feel valued and to be in an integral and critical role for the development of our firm and the pursuit of our mission to help pre-retirees achieve the feeling of relaxed confidence in their financial lives.

Responsibilities

Prepare Financial Planning Scenarios - Create plans in MoneyGuidePro from scratch, run scenarios and generate reports.

Research, Analysis & Packaging - Use our templates (Excel, Checklists, Flowcharts, etc.) to drive client recommendations, conduct research, create client ready deliverables.

Attend Client Meetings with Lead Planners -  Answer questions about your work (as needed). Take notes, send follow-up emails, deploy follow-up workflows in Hubly.

"Must Have" Qualifications

• 5+ years of analytically rigorous financial planning
• You have created (from scratch) 75+ complete financial plans in leading software (MoneyGuide Pro, eMoney or Right Capital), at least 25 of which have been for high net worth
• You're an expert in at least one of the 3 leading financial planning softwares to the point where you can confidently test muliple scenarios, create custom reports, conduct insurance needs analysis, evalutate tax planning strategies, and more
• You love Microsoft Excel - pushing data around, using pivot tables, lookup tables, driving insights that you can't drive from planning software
• Very clear thinker and communicator (verbal & written)
• Very good at detailed work AND "connecting" it to the bigger picture and seeing how your planning tasks at hand dovetail into the broader client situation
• Well organized and respectful of client service standards (deadlines)
• Very comfortable saying “I don’t know” and “I need help”
• Consistently demonstrate our core values (client service, curiosity, transparency, tenacity & rigor)
• College degree (4 year)

Additional Desired Qualifications

• Expertise in MoneyGuide Pro
• Relevant designations (e.g. FPQP, CFP, CPA) and/or degrees (accounting, finance, business, economics)
• Experience in an RIA (preferably fee-only & growth oriented)
• Track record of effective remote work
• Track record of thriving in a small company "start-up" culture

Compensation Package

• Full-time W2
• Salary commensurate with skills & experience
• Target Bonus 10-15% of Base Salary
• 401-K Match (4%),
• Health & Dental & Vision
• Long-Term Disability, HSA, Dependent Care FSA
• Professional development stipend
• Unlimited PTO – Just get your work done!

Fun Facts About Us

• $430M+ and 140+ households
• Experts in Retirement Income Planning
• A Single Fixed Flat Fee of $9,500 per year (no commissions or percentages)

The process:

1. Apply here
2. You will receive and email invitation to register at TestGorilla
3. Answer 4 questions to make sure you meet our qualification requirements, and then move on to our Online Assessment.