Paraplanner Position Available In New Hanover, North Carolina

Paraplanner OmniStar Financial Group Wilmington, NC Job Details Full-time $45,000 – $55,000 a year 15 hours ago Benefits Paid holidays Disability insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance 401(k) matching Professional development assistance Life insurance Qualifications Financial planning Wealth management Interpersonal skills Mid-level Finance Analysis skills Bachelor’s degree Attention to detail Client services Morningstar Computer skills Typing 2 years Communication skills Full Job Description Firm Overview OmniStar Financial Group, Inc. is a wealth management firm located on the southeast shores of North Carolina, in Wilmington. We specialize in customized wealth management and financial planning for high-net-worth individuals, families, and small business owners. Candidates that fit into our firm and culture will desire to be in a boutique wealth management RIA environment and have a true passion for providing an elevated and customized financial experience to each one of our clients. Position Overview We are seeking an experienced financial professional to fill the role of Paraplanner. This individual will directly support at least two financial advisors and will service both existing and prospective clients on an ongoing basis. Daily responsibilities will include but are not limited to conducting software introductory meetings with prospective clients, managing and organizing client information in multiple databases, completing money movement and account maintenance requests via our designated custodian(s), managing the portfolio review process, as well as preparing financial projections. OmniStar’s Paraplanners are crucial to a client’s relationship with OmniStar. In some instances, the Paraplanner is the client’s primary point-of-contact for certain aspects of the relationship. This individual must be extremely detail-oriented, have a high degree of follow-through and be able to manage one’s own workload as well as assist advisory tasks. The ideal candidate must be comfortable working with clients in-person, virtually and over the phone, and will have a high regard for clear, consistent communication with clients and coworkers alike. This position may be ideal for a person looking to advance their career and move into an advisory or portfolio management role in the future. Prepare financial analyses for clients, including retirement, estate planning, education funding, stock options, and risk management needs. Manage the workflows leading up to client meetings: prepare meeting agendas, client paperwork, Investment Policy Statement(s), review asset allocations. Keep advisor informed of all client conversations occurring prior to meetings Manage the post-meeting process: complete meeting notes, coordinate planning implementation with outside professionals, complete follow-up items discovered during the client meeting. Develop a working knowledge of financial planning using eMoney Advisor software. Stay informed of software improvements and advancements that can be implemented at the firm. Continuously monitor clients’ financial situations with detail and accuracy. Conduct account maintenance and service requests via the Fidelity Wealthscape platform. Coordinate trading and investment activities with the firm’s Portfolio Manager Occasionally provide front desk and/or phone support during times of low staffing or high-volume caseloads. Intermediate experience with eMoney Advisor (1+ years) Working knowledge of Fidelity’s Wealthscape platform (preferred) Client service experience (2+ years) Morningstar Office software experience (preferred) Working knowledge of Microsoft 365 programs Strong computer and typing skills Strong financial and analytical skills Strong verbal and written communication skills Self-starter, problem solver and goal-oriented with a ‘no job is beneath me’ attitude Organized, strong attention to detail Ability to work in a deadline-driven work environment with changing priorities Must abide by industry and company compliance standards 2+ years working experience in a wealth management and/or retirement planning firm Bachelor’s degree in financial planning, business, finance or economics is preferred Holds Series 65 licensure or can attain within 90 days of joining the firm Competitive salary Incentive pay based on employee and firm performance 401(k) plan Education reimbursement allowance Company-paid dental and life insurance, disability insurance, vision insurance Paid time off and holiday

Job Type:

Full-time Pay:

$45,000.00 – $55,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Life insurance Paid time off Professional development assistance Vision insurance People with a criminal record are encouraged to apply Ability to

Commute:

Wilmington, NC 28403 (Preferred) Ability to

Relocate:

Wilmington, NC 28403: Relocate before starting work (Preferred)

Work Location:

In person