Paraplanner

Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training, or certification to build GPM plans for Financial Advisors. While doing so, serve as a resource to Financial Advisors and their assistants regarding overall financial planning strategies. Some of the strategies may include but are not limited to Social Security, healthcare planning, retirement income planning, long-term care, life insurance and risk management, tax planning, estate planning, etc. Resolves or recommends solutions to complex problems. Deliver superior client service through accuracy, timeliness, and consistency.

**Essential Duties and Responsibilities**

+ The primary responsibility of this position is to build GPM plans on behalf of Financial Advisors.
+ Enter client data into financial planning software MoneyGuidePro (GPM).
+ Analyze financial data to construct comprehensive financial plans.
+ Areas of planning include Social S...