Robert Half Recruiting · 3 days ago
Paraplanner
Sharonville, OH
Full-time
Onsite
Entry, Mid Level
$80K/yr - $140K/yr
2+ years expRobert Half Recruiting is seeking a Planning Specialist to work with a large advisory team in the Cincinnati Market. The role involves engaging with clients to develop financial plans and collaborating with financial advisors to ensure exceptional client service.
Staffing & Recruiting
Hiring Manager
Allyson Wallace
Responsibilities
Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other
Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations
Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients
Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients
Proactive collaboration with team members to maintain a positive, productive team environment
Assist financial advisors in preparing and updating comprehensive financial plans tailored to clients’ specific goals and needs
Analyze financial data related to clients' investment strategies, insurance coverage, retirement plans, and tax implications
Conduct research and create reports on various financial planning topics, including investment options and market trends
Collaborate closely with the team to ensure the delivery of exceptional client service and maintain accuracy in all planning deliverables
Utilize financial planning software and Microsoft Office to create and maintain client reports and presentations
Stay up-to-date on industry trends, regulations, and best practices to support client planning strategies
Qualification
Required
Minimum of 2 years in a financial planning role
Series 7 and 66 licenses required
Preferred
Bachelor's degree (or equivalent) preferred, with a focus in Finance, Financial Planning, or related field
CFP designation strongly preferred, or a commitment to pursuing certification
Company
Robert Half Recruiting
Robert Half, the world’s first and largest specialized talent solutions firm, connects opportunities at great companies with highly skilled job seekers.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase