Paraplanner Associate
Paraplanner
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