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Fractional Paraplanner at Claire Myers Consulting

Remote: 
Full Remote
Contract: 
Salary: 
67 - 96K yearly
Work from: 
Hawaii (USA), United States

Offer summary

Qualifications:

Experience in financial planning using e-Money and Asset-Map, Proficiency in e-Money and Asset-Map, Strong analytical skills and attention to detail.

Key responsabilities:

  • Create comprehensive financial plans
  • Support advisors with tailored recommendations
  • Monitor client portfolios and assist in rebalancing
  • Provide administrative and maintenance support for clients
  • Stay updated on financial planning trends
Claire Myers Consulting logo
Claire Myers Consulting Human Resources, Staffing & Recruiting Small startup https://www.clairemyersconsulting.com/
2 - 10 Employees
See more Claire Myers Consulting offers

Job description

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Your missions

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)

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
Check out the description to know which languages are mandatory.

Soft Skills

  • Problem Solving
  • Negotiation
  • Communication
  • Relationship Building

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