Paraplanner - Tempo WealthLocation: Independence, OH
Website: TempoWealth.com
This position can be
hybrid after a training period in the office
Salary & Benefits- Salary Range: $80,000 - $100,000, commensurate with experience and credentials
- Company-paid health insurance
- 401(k) with safe harbor contribution
- Group life and disability insurance
- Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
- No business development requirements
Key Responsibilities- Assist in preparing financial plans, analyses, and client reports
- Support the wealth planning team through financial planning research tailored to each client's unique circumstances
- Client meeting preparation and follow up
- Data gathering from clients and other professionals and data entry into financial planning software
- Model scenarios for clients with executive compensation and stock-based benefits
- Assist in creating planning deliverables, recommendation summaries, and client meeting materials
- Build, maintain, and update detailed financial planning scenarios, including retirement projections, cash flow analyses, tax-sensitive planning strategies, equity compensation modeling, deferred compensation analyses, and concentrated stock planning
Qualifications- Minimum 3 years paraplanning/planning experience
- Excellent written and verbal communication skills, both internally and client-facing
- Strong research and analytical abilities
- Tech-savvy, with the ability to learn quickly
- Organized and detail-oriented
- Experience with eMoney platforms a plus
- FPQP or CFP designations not required, but would be a plus
Hiring ProcessQualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
