[Hiring] Experienced Paraplanner @Join our Team at CAM

Role Description

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 and have excellent attention to detail.
• 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.
• You thrive in the “2nd” chair providing outstanding financial planning support to lead advisors and high net worth clients.
• You want a long-term role with no expectation of transitioning into sales or business development.
• You want to feel valued and be in a critical role for the development of our firm.

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.

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.
• You love Microsoft Excel - pushing data around, using pivot tables, lookup tables, driving insights.
• Very clear thinker and communicator (verbal & written).
• Very good at detailed work AND connecting it to the bigger picture.
• 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:

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