Paraplanner
Nichols College, Dudley, MA, United States
McFee Financial Group is a leading Wealth Management firm located in Minnesota, dedicated to providing comprehensive wealth management and financial planning services to high-net-worth individuals, families, and businesses. Our team of professionals is committed to helping our clients achieve their financial goals and secure their financial future. We are currently seeking a Paraplanner to join our team and contribute to our mission of delivering top-tier financial planning services.
Position Summary
As a Paraplanner at McFee Financial Group, you will play a vital role in supporting our team of Financial Advisors and ensuring the successful delivery of customized financial planning solutions to our clients. This role involves a combination of administrative and analytical tasks, and it is ideal for a detail-oriented individual who is passionate about the financial services industry.
Key Responsibilities
Prepare Client Family meetings 4-8 weeks in advance according to our quarterly schedule of events
Retrieve, document and summarize beneficiary and estate plans on file
Reach out to professional partners relating to tax and legal coordination of client family goals and objectives
Research, report, and expand life insurance planning, long-term care options, and other insurance held in-house or outside our company
Strategize tax efficient distributions and trading
Research Investment Strategies
Generating Family Wealth Plans using MoneyGuidePro
Consider Charitable & Family gifting strategies
Provide Generational and Legacy planning in life and postmortem
Assist with McFee proprietary investment strategies in equities and fixed income
Use Morningstar analytics to optimize portfolio management and reporting
Strategize Employer Benefits, Stock Options, RSU and ESPP grants, exercise and sales
Report communications and service/processing progress via ACT! (our CRM)
Produce account paperwork, initiate transfers, and other administrative tasks
Stay current with industry regulations and compliance standards.
Provide exceptional client service and build strong relationships
Qualifications
Bachelor’s degree in finance, business, or a related field.
Knowledge of financial planning concepts, investment products, and industry regulations.
Strong communication and written skills.
Proficiency in financial planning software and tools.
Excellent organizational and time management skills.
Exceptional attention to detail.
Ability to thrive in a team-oriented environment.
Previous experience in a similar role or in the financial services industry is a plus.
Industry certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus.
Why Join Us
At McFee Financial Group, we are committed to providing our employees with a dynamic and supportive work environment where they can grow both personally and professionally. We offer competitive compensation and benefits, opportunities for professional development, and a collaborative team dedicated to delivering exceptional service to our clients.
McFee Financial Group is an equal opportunity employer and welcomes candidates from all backgrounds to apply.
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Position Summary
As a Paraplanner at McFee Financial Group, you will play a vital role in supporting our team of Financial Advisors and ensuring the successful delivery of customized financial planning solutions to our clients. This role involves a combination of administrative and analytical tasks, and it is ideal for a detail-oriented individual who is passionate about the financial services industry.
Key Responsibilities
Prepare Client Family meetings 4-8 weeks in advance according to our quarterly schedule of events
Retrieve, document and summarize beneficiary and estate plans on file
Reach out to professional partners relating to tax and legal coordination of client family goals and objectives
Research, report, and expand life insurance planning, long-term care options, and other insurance held in-house or outside our company
Strategize tax efficient distributions and trading
Research Investment Strategies
Generating Family Wealth Plans using MoneyGuidePro
Consider Charitable & Family gifting strategies
Provide Generational and Legacy planning in life and postmortem
Assist with McFee proprietary investment strategies in equities and fixed income
Use Morningstar analytics to optimize portfolio management and reporting
Strategize Employer Benefits, Stock Options, RSU and ESPP grants, exercise and sales
Report communications and service/processing progress via ACT! (our CRM)
Produce account paperwork, initiate transfers, and other administrative tasks
Stay current with industry regulations and compliance standards.
Provide exceptional client service and build strong relationships
Qualifications
Bachelor’s degree in finance, business, or a related field.
Knowledge of financial planning concepts, investment products, and industry regulations.
Strong communication and written skills.
Proficiency in financial planning software and tools.
Excellent organizational and time management skills.
Exceptional attention to detail.
Ability to thrive in a team-oriented environment.
Previous experience in a similar role or in the financial services industry is a plus.
Industry certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus.
Why Join Us
At McFee Financial Group, we are committed to providing our employees with a dynamic and supportive work environment where they can grow both personally and professionally. We offer competitive compensation and benefits, opportunities for professional development, and a collaborative team dedicated to delivering exceptional service to our clients.
McFee Financial Group is an equal opportunity employer and welcomes candidates from all backgrounds to apply.
#J-18808-Ljbffr