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Johnson Financial Group · 21 hours ago

Wealth Paraplanner

Milwaukee, WI

Full-time

Onsite

Entry Level

2+ years exp

Johnson Financial Group is seeking a Wealth Paraplanner to manage the financial planning process for multiple regions and business lines. The role involves facilitating the financial planning process, gathering and analyzing client information, and maintaining client relationships throughout the planning process.

Financial ServicesInsuranceLocal Business

Work & Life Balance

Responsibilities

Responsible for facilitating the financial planning process with prospective and current clients

Responsible for gathering, validating, and analyzing all quantitative detailed information required to create or update financial plans using planning analysis software. Prepare preliminary financial planning recommendations for Financial Planner’s review and use in client meetings

Primary point of contact for the client throughout the financial planning process. Responsible for ongoing and regular client contact, communication, meetings and coordination with Financial Planner and other support teams

Manage and support client access and maintenance of software systems. Assists clients in aggregating their accounts into the software system (eMoney)

Establish referral paths to other areas of Wealth, Banking and Insurance, including but not limited to Estate Planning & Trust, Investment, Succession Planning and Post-Death services

Work with team members across geographies, ensuring efficiency and a consistent client experience

Qualification

Bachelor’s degree in financeSeries 65 certificationFinancial planning softwareAnalytical skillsTechnical skillsMS Office proficiencyProject management skillsCommunication skills

Required

Bachelor's degree in finance with a concentration in financial planning or other related fields; 2 years experience in financial services or related field preferred. Experience may be considered in lieu of education

Series 65 is required for the role. If you do not have it, you will be required to obtain within 90 days of start date

Ability to understand product solution strategies for the team to address client needs as it relates to cash flow, money distribution and investment allocations

Position requires strong analytical, project management, technical and financial skills

Role requires regular independent problem solving and exercise of judgment in variable situations, outstanding technical skills, attention to detail, superior communication skills

Understanding and strong working knowledge of MS Office products; ability to effectively utilize Wealth and Bank applications