Does this describe you?

✔ Super nerd for all things finance

✔ You know what “CFP®” means (and have probably researched the pass/fail rate)

✔ You’ve watched a video on excel formulas until the bitter end

✔ Teamwork makes dreams work

✔ Growth mindset

✔ Your friends and family are tired of you asking if they started their Roth IRA yet

✔ Following-through is never just an *option

✔ 12 different financial planning software solutions? That's it?!

✔ The last big purchase you made included hours of research – even if it was just a vacuum

✔ If you had the choice, you'd always round to 10 decimals

✔ "Holistic" planning isn't just portfolio management

If the answer is yes, then you are exactly what we're looking for!

More details about the position:

Vantage Point Financial is looking to add a key employee to our Team. We are seeking a Paraplanner / Financial Planner who is ready to help an already thriving company continue to grow. We are looking for hard-working, success/detail-oriented employees with positive energy, who possess great people skills and have a “team player” mentality. If you want to join a Financial Services Firm that leads and empowers its clients, employees, and the community to achieve beyond what they thought possible, this may be a good fit for you!

MINIMUM QUALIFICATIONS:

2+ years of Financial Planning experience OR a degree in Financial Planning
CRM Software / Database experience (Example: Salesforce, Redtail, Etc.)
Proficient and comfortable with digital tools, onboarding, and servicing
Financial Planning Software experience (Example: eMoney, Money Guide Pro, RightCapital, Etc.)

PREFERRED QUALIFICATIONS:

Current CFP or current CFP Candidate In-Process is a plus
RightCapital, Holistiplan, Kwanti, and Riskalyze experience is a plus
SIE (Securities Industry Essentials) Certification is a plus
FINRA Series 65 Securities Licensing (Must be Active & in good standing) is a plus
Life & Health Insurance Licensing is a plus

ROLE DESCRIPTION:

Creating a client-friendly culture of success and growth is at the heart of our business model. Prioritizing client needs and helping to create solutions is an integral part of our culture and at the core of everything we do. As a Financial Planner/Paraplanner you will pursue this mission through the following duties and responsibilities:

Preparing financial analyses and financial plans for clients.
Assisting with analysis, rebalancing, and administration of client investment portfolios.
Conducting investment research, reporting, and analysis.
Providing support for processing client service needs.
Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Develop effective working relationships with Team Members and Internal Departments to provide best-in-class service for clients
Participate in client sales & informational events/venues as needed
Actively participate in pre and post Client Meeting Support for the Advisor Team
Provide thorough, high-quality research, problem-solving and issue resolution
Generate various daily, weekly, monthly, and annual reports for Financial Advisor(s) / Office

REQUIRED SKILLS:

Energetic, positive, motivated, and outgoing
Ability to prioritize projects and manage time
Organization skills & attention to detail
Self-directed initiative and follow through
High level of confidence, perseverance, and a desire to succeed in a goal-oriented environment
Excellent interpersonal, written, and verbal communication
Ability to closely follow office processes & policies related to office operations & client privacy
Desire to be part of a Team Environment and to learn through a mentoring relationship
Ability to adhere to complex Regulatory and Compliance requirements

COMPENSATION:

$55,000 - $100,000* (Base Salary + Bonuses / Incentives)
*Based on applicable Experience, Certifications, and/or Qualifications*
Career growth and advancement opportunities:
Ongoing, Specialized Training
Medical Coverage + 401k Plan w-Match + Profit Sharing
Generous PTO Policy and Paid Holidays
Monday-Friday Schedule & Great Work/Life Balance
Professional, Fun, Motivating Atmosphere

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for Financial Planning and who genuinely enjoy making a difference in people’s lives!

If you feel you meet this position's requirements, please submit your resume today!

Vantage Point Financial LLC

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Vantage Point Financial LLC | Financial Planner/Paraplanner