Emerald Advisors is seeking an Paraplanner to join our team of professionals focused on providing purpose-driven wealth management to high-net-worth clients. This is an opportunity to learn from experienced professionals while growing one’s career and contributing to a thriving business from the ground up. This individual must possess high attention to detail, strong analytical skills, a fiduciary mindset, and a focus on providing world-class customer service.

Responsibilities:

Maintain client data in CRM and financial planning tools.
Work closely with senior team members in collecting and analyzing client data for use in developing and presenting financial plans.
Prepare slides for client proposals and annual review meetings. Coordinate post-meeting follow-ups.
Assist in client onboarding and account opening.
Support advisors in managing current and prospective client relationships.
Stay current on industry trends, regulations and best practices in financial planning

Requirements:

1-3 years experience in a similar role in the financial services industry
High level of organization and attention to detail.
Excellent analytical and problem-solving skills.
Ability to manage multiple tasks and prioritize effectively.
Strong communication skills including written correspondence.
Team player, collaborative, and able to work well with others.
Passion for helping clients.
Commitment to maintaining confidentiality and handling sensitive client information with discretion.
Bachelor’s degree, preferably in finance or business.
Demonstrated ability to think critically on a strategic level, take initiative and problem-solve.
Proficiency with Word, Excel, and PowerPoint. Experience with eMoney and/or Redtail a plus.

Benefits:

Competitive salary plus bonus opportunities.
401(k) with company contribution.
Medical/dental/vision/life insurance.
Ongoing career development, including training/certification and tuition reimbursement.
Free parking.
10 paid holidays plus 3 weeks PTO.

Emerald Advisors, LLC

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