Financial Advisory - Paraplanner
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Key details
- Location
- Pittsburgh, PA, United States
- Work style
- Onsite
- Level
- Mid level
- Experience
- 2–5 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 17h ago
Skills
crmestate planningexcelfinancial analysisfinancial planningmicrosoft officerisk assessmentsuccession planning
About the role
Lead with Purpose. Partner with Impact. This position is primarily responsible for working with the advisory teams to help manage client relationships and actively participate in all areas of wealth management. This may encompass the following areas: financial planning, retirement planning, risk management, estate planning, insurance planning, business succession planning and tax considerations.
Vision
The mission of Coghill Investment Strategies is to improve the lives of our clients and our employees. We deliver by living our core values every day and keeping the firm’s core focus at the center of everything we do.
Core Focus:
Delivering superior wealth & investment management solutions and indispensable service to our client families.
Values:
Empathy, Intellectual Curiosity, Responsiveness, Agility, We Before Me
What you’ll Do: :
Collect, organize and analyze financial data from internal systems and third-party sources to create and update comprehensive financial plans
Review and analyze financial planning reports, drawing logical conclusions based on sound economic and financial principles
Evaluate alternative planning scenarios and assumptions to identify opportunities to improve client outcomes and strengthen overall plan recommendations
Prepare personal net worth statements and financial summaries
Conduct risk assessment analysis via Riskalyze or similar software to support appropriate planning and investment recommendations
Ensure all client assets are accurately tracked and input into planning, reporting and CRM software
Create consolidated household reports and net worth statements for upcoming client meetings
Operational Support
Support client onboarding and ongoing account maintenance in coordination with operations and advisory teams
Prepare reporting and forms for CPAs and other professional partners
What You Bring:
Bachelor’s degree (BA/BS) in business-related major; a concentration of Finance, Economics and Personal Financial Planning is preferred
2+ years of experience in the financial services industry
Enrollment in or willingness to pursue the Financial Paraplanner Qualified Professional (FPQP®) or Certified Financial Planner (CFP®) designation
Proficiency with Microsoft Office Suite with an emphasis on Microsoft Excel
Experience with financial planning software, preferably Money Guide Pro and eMoney
Candidate must be a self-starter who is motivated, organized, and analytical
Ability to think independently, while also a collaborative team player
Strong interpersonal and communication skills with the ability to build trusted relationships
Ability to think critically and process complex financial scenarios
Strong attention to detail and accuracy
Strong time management and prioritization skills – ability to multi-task and manage deadlines in a fast-paced environment
Open and receptive to feedback and mentorship
Ability to utilize and leverage partner firm resources
Desire for professional growth and a constant learning mindset
Vision
The mission of Coghill Investment Strategies is to improve the lives of our clients and our employees. We deliver by living our core values every day and keeping the firm’s core focus at the center of everything we do.
Core Focus:
Delivering superior wealth & investment management solutions and indispensable service to our client families.
Values:
Empathy, Intellectual Curiosity, Responsiveness, Agility, We Before Me
What you’ll Do: :
Collect, organize and analyze financial data from internal systems and third-party sources to create and update comprehensive financial plans
Review and analyze financial planning reports, drawing logical conclusions based on sound economic and financial principles
Evaluate alternative planning scenarios and assumptions to identify opportunities to improve client outcomes and strengthen overall plan recommendations
Prepare personal net worth statements and financial summaries
Conduct risk assessment analysis via Riskalyze or similar software to support appropriate planning and investment recommendations
Ensure all client assets are accurately tracked and input into planning, reporting and CRM software
Create consolidated household reports and net worth statements for upcoming client meetings
Operational Support
Support client onboarding and ongoing account maintenance in coordination with operations and advisory teams
Prepare reporting and forms for CPAs and other professional partners
What You Bring:
Bachelor’s degree (BA/BS) in business-related major; a concentration of Finance, Economics and Personal Financial Planning is preferred
2+ years of experience in the financial services industry
Enrollment in or willingness to pursue the Financial Paraplanner Qualified Professional (FPQP®) or Certified Financial Planner (CFP®) designation
Proficiency with Microsoft Office Suite with an emphasis on Microsoft Excel
Experience with financial planning software, preferably Money Guide Pro and eMoney
Candidate must be a self-starter who is motivated, organized, and analytical
Ability to think independently, while also a collaborative team player
Strong interpersonal and communication skills with the ability to build trusted relationships
Ability to think critically and process complex financial scenarios
Strong attention to detail and accuracy
Strong time management and prioritization skills – ability to multi-task and manage deadlines in a fast-paced environment
Open and receptive to feedback and mentorship
Ability to utilize and leverage partner firm resources
Desire for professional growth and a constant learning mindset