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Paraplanner Associate

McAdam Financial is seeking proactive, organized, and detail-oriented individuals to join the Paraplanner team. Paraplanners are integral to advisor and organizational success as their day-to-day responsibilities support advisors by managing behind-the-scenes prep, documents, and systems. This role requires exceptional communication skills as they work closely with advisors and occasionally, clients.
Minimum Requirements:
  • Bachelor’s Degree
  • Two years of experience in the financial service industry
  • Working knowledge of Microsoft Office (Excel, Word, Outlook and PowerPoint)
  • Ability to learn new software quickly
Ideal Requirements
·        Experience working with Money Guide Pro Prep software
This position requires that you possess the following skills:
  • Strong written and verbal communication skills
  • Strong organizational skills with attention to detail
·        Works well in a team environment
·        Ability to work in a remote or hybrid environment
Position Responsibilities
  • Working closely with Sales Managers to prepare for meetings including, but not limited to, the systems and processes below:
  • Money Guide Pro
  • Preparing Illustrations
  • Paperwork Preparation and Submission
  • Policy Delivery Receipt Coordination
  • Revenue Push (getting business to hit)
  • Other tasks related to advisor success as needed