Paraplanner
LaBrunerie Financial is seeking a qualified and talented individual to join our group as a paraplanner. The paraplanner supports the firm’s financial advisors and financial planning process by conducting client research, preparing for client meetings, and providing ongoing service and maintenance to clients with a focus on delivering the ultimate client experience. This position is critical to building client advocacy and ensuring continued profitability of the practice through identifying organic growth and referral opportunities. This individual spends almost all of his or her time in client-facing activities so that advisors can focus their efforts on growing the practice through marketing and sales activities. We have been serving the Columbia area for over 55 years, providing personalized financial services. Our mission is to provide timely, unbiased financial advice to people from all walks of life. As a team of investment professionals, our aim is to develop a greater level of wisdom about the financial markets and translate that wisdom into workable and profitable results for our clients. This position will be an integral part of our team.
Qualities
- Attention to detail and organization
- Ability to multitask
- Effective communication with advisors/staff members
- Effective and efficient time management
- Strong prioritization skills
- Ability to prioritize tasks and work in a deadline-driven environment
- Punctual
- Polite and clear phone manner
Functional responsibilities
- Inputs client data, prepares preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
- Develops portfolio/robust product solution recommendations that will fit a client’s risk tolerance and time frame, and develops appropriate product deliverables
- Prepares charts, graphs, tables, and other visual aids to be used in implementation meetings with clients
- Understands major financial planning components
- Has knowledge of financial planning software systems (preferred)
- Has knowledge of client relationship management (CRM) systems (preferred)
Position Requirements:
- Commitment to excellence and client service, sense of humor, teamwork, and goal driven
- Communication: You will be collaborating with clients, co-workers, management, and service providers in a sophisticated and intelligent manner using professional polish and proficiency. You will need to be able to listen and communicate effectively.
- Attention to Detail: From taking phone messages to completing account paperwork for clients, making sure every detail is correct is crucial to your work.
- Multi-tasking: You will maintain complex daily, weekly and monthly calendars and lists of tasks while remaining flexible as tasks and demands evolve or change.
- Sensitivity to confidential matters will be required.
- The position requires strong computer and Internet research skills, flexibility, excellent interpersonal skills, and the ability to work well with all levels of internal management and staff, as well as outside clients and vendors.