Paraplanner
We’re partnering with a long-standing, well-respected local wealth management firm to grow their Financial Planning Team with an experienced Paraplanner.
Responsibilities
- Support advisors in gathering, organizing, and analyzing client financial information for comprehensive financial planning.
- Prepare, model, and process financial plans using NaviPlan and supporting Excel tools, including insurance needs, net worth, retirement, education funding, and other planning analyses.
- Compile, review, and produce final financial planning reports, serving as backup for report preparation and delivery.
- Coordinate and oversee Associate Paraplanners, including task delegation, workflow management, training support, and participation in performance evaluations.
- Contribute to the ongoing development and refinement of financial planning processes, procedures, and best practices in collaboration with advisors and the planning team.
- Monitor NaviPlan updates, tax law changes, and industry developments, communicating relevant impacts to advisors and planning staff.
- Research and evaluate financial planning software, tools, and technologies to improve efficiency and client value.
- Assist in preparing client meeting materials, including financial summaries, net worth statements, and supporting documentation.
- Provide cross-functional support to operations and team members and assist with special projects as needed.
Desired Skills and Experience
- Bachelor's degree required
- 3-5+ years of financial planning experience required; NaviPlan experience is preferred
- Certified Financial Planner (CFP®) designation or ability to obtain within 1 year of joining the firm
- Strong attention to detail skills and orientation to numbers
- Polished presentation and written communication skills
- Entrepreneurial spirit and interest in helping to contribute to growth of company
- Team-orientated nature
- Strong knowledge of Microsoft Office, including Excel, PowerPoint and Word
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ABOUT SKYWATER SEARCH
Start with your Short List
Led by a group of seasoned search industry professionals, SkyWater Search Partners brings new focus to a novel concept, “Short List Search.” Our purpose is to leave a lasting impression on the clients we serve by providing individuals who will make a measurable difference in their business. We strive to consistently deliver great results to our clients in a very timely manner.
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Founded on long-standing relationships and hundreds of successful placements throughout the Twin Cities business community, SkyWater Search Partners is a proven resource for clients and candidates looking to quickly and confidently explore their “short list” of best choices. Count on us to find the best people – and the best fit.
