Demming Financial Services Corp. · 2 days ago
Paraplanner
Aurora, OH
Full-time
Onsite
Entry Level
1+ years expDemming Financial Services Corp. is seeking a motivated individual to join their continuously growing team as a Paraplanner. The primary function of this role is to assist with financial planning processes and provide client relationship support to the expansive client base.
Asset ManagementConsultingFinancial Services
Responsibilities
Prepare Financial Plans for CFP® Annual Review Appointments
Work directly with clients & advisor to gather necessary information
Provide the Director of Financial Planning with daily updates on case work/issues
Make notes/suggestions regarding the plan to the corresponding CFP®
Participate in client meetings with advisor
Prepare projections for advisors (Tax, Retirement, etc. separate from Annual Review)
Opportunity for advancement into CFP® Professional role
Qualification
Required
Experience working with eMoney Advisor a plus
Strong communication & organizational skills
Ability & willingness to work in a team-oriented environment
Desire to grow professionally
Preferred
1-3 years of experience in the financial planning/investment management industry preferred but not required
Background education in Finance/Financial Planning – Financial planning degree program preferred
Benefits
Competitive Compensation
Company Paid Health Insurance
Dental/Vision Reimbursement (Up To $5,000/yr)
Company Paid Disability Insurance
401(k) with Safe Harbor & Profit Sharing
20 Days of Paid Time Off
Paid Holidays
Three Month Parental Leave
Career Development Assistance (Paid for CFP Exam & Materials, FPA Membership, Conference Budget)
Company
Demming Financial Services Corp.
We are an independent, family-owned, financial planning firm practicing since 1979.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase