NewRetirement is hiring a
Paraplanner, Remote - Worldwide

Summary

The job is an entry-level financial planner position as a paraplanner at NewRetirement, a company offering a comprehensive financial planning platform and advisory services. The role involves assisting Certified Financial Planner professionals in preparing financial plans for clients, learning from the experience, and working both independently and in a team environment.

Requirements

• Experience in the field is desirable, although not required
• Be passionate about personal finance and helping clients achieve financial wellness
• Demonstrate proficiency in financial planning concepts
• Have excellent interpersonal and written and oral communication skills to interface with team and clients
• Possess strong analytical skills
• Be a self-starter, productive, and able to work well both with a team and independently
• Have the ability to identify, meet, and follow through with client needs and requirements
• Possess keen attention to detail
• Have excellent project management skills with ability to prioritize and track multiple tasks
• Be proficient in Microsoft Office Suite

Responsibilities

• Prepare financial analyses and financial plans for clients
• Prepare final reports, analyses, and proposals (with financial advisor’s guidance) and help prepare for client meetings
• Support current clients by updating their financial plans and profiles through enhanced reporting on their continued needs, and develop presentation materials for business reviews
• Conduct research, reporting, and analysis
• Provide support for processing client service needs

Preferred Qualifications

• Have the CFP or be working toward your CFP
• B.A. or B.S. in Financial Planning, Finance, Accounting, or Economics
• Certification as a paraplanner
• Knowledge of CRM (specifically Wealthbox) and financial planning software

Benefits

Competitive salary between $$65,000 - $85,000K, dependent upon experience and qualifications