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Diversified, LLC · 2 months ago

Paraplanner

Birmingham, AL

Full-time

Hybrid

Entry Level

$50K/yr - $50K/yr

1+ years exp

Diversified, LLC is a leading financial planning and investment advisory firm seeking a Paraplanner to assist Wealth Advisors in preparing financial plans and maintaining client relationships. The role involves gathering data, conducting research on financial products, and ensuring compliance of client documentation while supporting the Wealth Advisor team in daily operations.

FinanceFinancial ServicesWealth Management

Responsibilities

Assist Wealth Advisors in the preparation of financial plans by gathering data, analyzing client information, and generating reports

Help maintain client relationships by responding to client inquiries, preparing follow-up documentation, and supporting client meetings

Conduct research on various financial products, investment strategies, insurance options, and tax planning to support financial recommendations

Ensure that all client documentation is up to date, compliant, and accurately reflects financial recommendations

Assist Wealth Advisors in evaluating client portfolios, including asset allocation and risk tolerance

Generate various financial reports, projections, and summaries for use by the Financial Planner during client presentations

Help manage the daily operations of the Wealth Advisor team, including scheduling, record-keeping, and handling routine administrative tasks

Prepare and quality ensure client applications and account maintenance paperwork

Qualification

Financial planning softwareAnalytical skillsCommunication skillsCompliance knowledgeTax planning experienceOrganizational skillsTeam collaboration

Required

1-3 years of experience in financial planning, wealth management, or a related field

Proficiency with financial planning software such as eMoney

Strong analytical skills and attention to detail

Excellent written and verbal communication skills

Ability to work independently while being part of a collaborative team

Preferred

Familiarity with compliance and regulatory requirements in the financial services industry

Experience with tax planning, retirement planning, or estate planning

Strong organizational skills with the ability to manage multiple projects and deadlines

Benefits

Unlimited vacation & every other Friday off

Competitive compensation structure

Company provides at no cost personal financial planning, tax preparation and initial estate planning creation

Company pays for all necessary licensing and certifications

Access to group health, life, and disability insurances

401k with generous company match

Hybrid work environment after initial probation period

Long runway to grow career in financial services industry

Diversified is named as a Best Places to Work for Financial Advisors by Investment News (2022, 2023, 2024) and as a Best Place to Work in Philadelphia by the Philadelphia Business Journal (2023)