This “paraplanner” position lies at the heart of FCI Advisors’ Wealth Planning Services. It supports our team of CFP® professionals and other senior advisors in all Wealth Planning activities and is the engine that drives production of Wealth Plans. This position receives experience and training for a potential career path into Wealth Planners and/or Client Managers.
Essential Duties/Responsibilities to be performed with or without accommodation
Interact with clients to collect information and communicate plan status
Review of client information to discover which additional data or documents are needed
Input planning data into multiple software systems and tools
Compilation of complete Wealth Plans, including drafting comments and recommendations
Oversight of all Wealth Plans in process, managing timing and maintaining momentum for the team
Archiving Wealth Plans and maintaining record keeping
Experience, Education, Certifications, Licenses required to perform essential functions
Bachelor’s degree required
Pre-existing Series 65 license or obtainment thereof within six months
Pre-existing eligibility for CFP® Certification or obtainment thereof within 18 months, with intention to become a CFP® Professional
Knowledge, Skills, Abilities required to perform essential functions
Clear and professional communication, both verbally and in writing
Critical thinking and self-motivation
Proficiency with computers and the Microsoft Office suite of software
Teamwork and client-service orientation
1-3+ years of client facing industry experience
Previous experience with financial planning software systems
Bachelor’s degree in Finance or Personal Financial Planning
About FCI Advisors
Serving private clients and institutions since 1966, FCI Advisors is committed to being a premier national investment advisory firm dedicated to the delivery of a superior client experience.
To counsel investors, steward their assets and create peace of mind.
Always give Clients our best effort. Excellence is our standard.
Treat Associates with respect and help them grow.
This is a Trust business. Do the right thing, the right way. Integrity is paramount.
Embrace Change. Be open to growth, learning and continuous improvement.
Our founders’ Heritage and ideals endure. Work hard. Have fun. Profitably prosper.
We emphasize Clients, Excellence and Teamwork.
We recognize we can only be successful by making our clients successful.
We responsibly hold each other accountable to achieve excellence.
We work together as a team of skilled professionals to deliver winning results.
We survey the investment landscape for appropriate and innovative solutions.
We understand accessibility, communication and transparency are the foundations of a superior client experience.
We value and support the communities in which we live.