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We Are Hiring!

Paraplanner/Financial Associate

More than Your Money, Inc. is a fee-only, fiduciary financial planning firm. We provide integrated financial planning including investment management, retirement planning, general financial planning, tax preparation and tax planning. We provide exceptional client service and always work in our client’s best interest. 

We are interested in adding someone to our team who will share our values and will provide outstanding service to our clients. In everything we do and say, we value trust, mutual respect, honesty, compassion, integrity, accountability, and personal responsibility. 

We are a growing firm with excellent advancement opportunities for a candidate interested in a career in financial planning. 

Position Description:
Working as a Paraplanner provides the opportunity to learn from hands on experience, observation, and individualized training.   The Paraplanner will provide operational support to the financial planner.  The Paraplanner will attend most client meetings to take notes and observe the financial planning process in action.  He or she will assist in analyzing client information and preparing reports from which the planner will provide advice. The Paraplanner will also interface with TD Ameritrade, our custodian, process account paperwork and execute trades on behalf of the advisor

Skills Required:

  • Strong Customer Orientation
  • Impeccable Ethics
  • Team Player
  • Attention to detail
  • Self-Motivated
  • Able to work with limited supervision
  • Interested in exploring a career in financial planning
  • Desire to continually learn, improve skills and expand knowledge
  • Strong math skills
  • Strong computer skills including working knowledge of Excel, Word, and Power Point
  • Prior experience with CRM (customer relationship management) software a plus
  • Enthusiastic about exploring and embracing new technology and methodologies
  • Strong interest in using and implementing new software
  • Strong organizational and time management skills
  • General understanding of financial markets and investing
  • Interest in earning a CFP® is a plus

Job Responsibilities:

  • Attend most client meetings; take extensive notes, assign and follow-up on action items Respond to client requests
  • Interface with custodian to resolve client issues
  • Assists financial advisor with projects
  • Assist the Client Service Manager with administrative responsibilities
  • All team members are trained to assist with general office support including scanning
  • Gather, organize, enter, and analyze client information and prepare reports and spreadsheets for some client meetings
  • Complete paperwork to open, transfer and make changes to client accounts
  • Execute, monitor, and verify trades on behalf of the financial planner
  • Assist financial planner with research and analysis projects
  • Initial entry and verification of income tax data into tax preparation software
  • Meet with clients to review income taxes
  • Help evaluate and implement new financial planning software
  • Maintain information on Redtail (CRM) and retirement planning software

Education/Certifications and Work Experience:

  • Bachelor’s degree in Finance, Accounting, Business Administration, or related field of study
  • 1-3 year’s office experience – preferably in financial field
  • Willingness to become an Enrolled Agent
  • Willingness to pursue a CFP™ is a plus
  • Willingness to obtain Series 65

Salary dependent on experience, education, certifications, and training

Approximately 32-40 hours per week – in person

Qualified applicants should submit their resumes by email to: Info@morethanyourmoney.com