Financial Analyst/Paraplanner


The role provides support for the firm’s lead financial advisors and partners. Responsibilities include data gathering, analysis, and development of financial planning and investment recommendations.

Required Qualifications

• Finance degree preferred

• Series 7 & 66 license and/or Certified Financial Planner™ (CFP) licensee or candidate a plus

• Experience in a financial planning or associate advisor role a plus

• Self-starter with ability to prioritize and multitask to meet deadlines

• Organized and detail oriented

• Excellent written and verbal communication skills

Preferred Qualifications

Job Responsibilities

• Analyze client data and prepare financial plans for all levels of planning clients

• Monitor and recommend adjustments to clients’ plans as needed

• Manage the firm’s wealth management technology platform and assist clients with account aggregation

• Research portfolio holdings and gather data on unique client holdings

• Prepare client meeting performance reports

• Meet with investment managers the firm uses

• Network in the community

Apply Today
Please contact Brooke Gautreau at (225) 612-3820 or if you are interested in this position.

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