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Mayfield Financial Services · 1 month ago

Financial Planning Assistant/Paraplanner

Mayfield Heights, OH

Full-time

Onsite

New Grad, Entry Level

$56K/yr - $56K/yr

Mayfield Financial Services is a well-established financial advisory firm located in Mayfield Heights, Ohio. They are seeking a Financial Planning Assistant/Paraplanner to assist financial planners, develop customer relationships, and learn the holistic financial planning process while collaborating with the team.

Asset ManagementConsultingFinancial ServicesManagement ConsultingWealth Management

Responsibilities

Assist in on-boarding process of new customer referrals

Schedule customer meetings

Gather information and documents for meeting preparation

Review and assist team members and customers in completion of action items

Develop and maintain customer roadmaps

Prepare initial agendas for customer meetings

Maintain eMoney software accuracy and develop presentation analysis

Assist with creation of value proposition summaries and pricing of relationships

Develop and maintain personal financial plans

Develop planning strategies in collaboration with other team members

Develop asset allocation modeling for customer investment accounts

Shadow and participate in customer meetings

Post meeting planning and follow up with customers

Review tax projections with the accountant assigned to the relationship

Present strategies in customer meetings

Daily communication with planners in preparation of upcoming meetings

Ongoing support and communication with customers via email and/or phone call

Qualification

Financial PlanningInvestment PlanningTax PlanningEMoney softwareCustomer serviceRelationship managementCommunication skills

Required

Basic financial planning skills and knowledge

Commitment to learn from current planners on the team

Communication with customers

Customer service and relationship management skills

Assist in on-boarding process of new customer referrals

Schedule customer meetings

Gather information and documents for meeting preparation

Review and assist team members and customers in completion of action items

Develop and maintain customer roadmaps

Prepare initial agendas for customer meetings

Maintain eMoney software accuracy and develop presentation analysis

Assist with creation of value proposition summaries and pricing of relationships

Develop and maintain personal financial plans

Develop planning strategies in collaboration with other team members

Develop asset allocation modeling for customer investment accounts

Shadow and participate in customer meetings

Post meeting planning and follow up with customers

Review tax projections with the accountant assigned to the relationship

Present strategies in customer meetings

Daily communication with planners in preparation of upcoming meetings

Ongoing support and communication with customers via email and/or phone call

Strong written, verbal, and interpersonal communication skills

Knowledge of eMoney software

Knowledge of employer benefits and enrollment

Develop a base knowledge of tax planning and strategies while working as a team with accountants on customer relationships

Preferred

Knowledge of working with small business owners

The holistic Financial Planning process including Investment Planning, Retirement Income Planning, Social Security & Medicare Planning, Tax Planning, Estate Planning, Insurance Planning, Debt Management