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 Brok...