Our client is seeking a detail-oriented and experienced fractional Paraplanner to join our client in Honolulu. This part-time role is ideal for a skilled professional looking to contribute to a dynamic financial planning practice. The ideal candidate will have experience in financial planning, specifically working with e-Money and Asset-Map, and preferably hold a Series 7 license.
Key Responsibilities
- Assist in creating and updating comprehensive financial plans using e-Money and Asset-Map.
- Analyze clients' financial situations and provide data to support financial advisors in developing tailored recommendations.
- Collaborate with advisors to ensure that client plans are accurate and aligned with their financial goals.
- Prepare and review client-facing reports and documents.
- Monitor clients’ portfolios and assist in the rebalancing process as needed.
- Provide administrative support for client onboarding and maintenance of financial planning tools.
- Maintain up-to-date knowledge of financial planning trends, tools, and best practices.
Qualifications
- Previous experience as a paraplanner or in a similar role within the financial services industry.
- Proficiency in e-Money and Asset-Map is required.
- Series 7 license is preferred but not mandatory.
- Strong analytical skills and attention to detail.
- Excellent communication skills and the ability to work independently.
- A commitment to confidentiality and ethical standards.
Benefits
- Flexible working hours.
- Opportunity to work with a respected financial advisory firm.
- Competitive hourly compensation.
Compensation
- $35 - $50 per hour (based on experience and qualifications)
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
