Paraplanner/Support Advisor

The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development.


Essential Duties and Responsibilities

+ Support Lead Advisor with analysis, client service, and technical assistance

+ Learn the technical aspects of the Advisor position and prepare to service clients independently

+ Manage data and plans in financial planning software

+ Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation

+ Analyze asset allocation and generation rebalancing trades

+ Research investment managers, services, products and pricing

+ Understand and leverage the resources available at the Broker Dealer to the fullest extent

+ Commitment to culture r...