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 looking for a career in financial planning. We are seeking a candidate who is interested in working to become a financial planner. Additionally, over time there may be an opportunity to acquire an ownership interest in the firm.
This position is a stepping stone toward becoming a financial planner. 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. He or she will analyze client information and prepare 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. Additionally, the Paraplanner will have the opportunity to attend many client meetings and observe the financial planning process in action.
This position is for someone looking for a career as a financial planner.
Strong Customer Orientation
Attention to detail
Able to work with limited supervision
Interested in developing skills and experience to become a financial planner
Desire to continually learn, improve skills and expand knowledge
Comfortable with business development and networking in the community
Strong basic math skills
Strong computer skills including working knowledge of Excel, Word and Power Point
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
Willingness to earn CFP® if not already held
Willingness to become Enrolled Agent
Analyzes client information and prepares reports and spreadsheets for client meetings
Complete paperwork to open, transfer and make changes to client accounts
Execute, monitor and verify trades on behalf of the financial planner
Respond to client requests
Interface with custodian to resolve client issues
Attend client meetings; take extensive notes, assign and follow-up on action items
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
Assist the Client Service Manager with administrative responsibilities as needed
Assist with marketing and public relations activities
Attend and represent firm at community networking functions
Education/Certifications and Work Experience:
Bachelor’s degree in Finance, Accounting, Business Administration or related field of study
1-3 year’s work experience in the finance industry is a plus
CFP® Certified Financial Planner® designation or willing to obtain certification