Family Wealth Management Paraplanner

Job description

Job Title:

Paraplanner Company:

McFee Financial Group Location:

Minnesota Job Type:

Full-time, In-Person About Us:

McFee Financial Group is a leading Wealth Management firm located in Minnesota, dedicated to providing comprehensive wealth management and financial planning services to high-net-worth individuals, families, and businesses. Our team of professionals is committed to helping our clients achieve their financial goals and secure their financial future. We are currently seeking a Paraplanner to join our team and contribute to our mission of delivering top-tier financial planning services.

Position Summary:

As a Paraplanner at McFee Financial Group, you will play a vital role in supporting our team of Financial Advisors and ensuring the successful delivery of customized financial planning solutions to our clients. This role involves a combination of administrative and analytical tasks, and it is ideal for a detail-oriented individual who is passionate about the financial services industry.

Key Responsibilities:

Prepare Client Family meetings 4-8 weeks in advance according to our quarterly schedule of events Retrieve, document and summarize beneficiary and estate plans on file Reach out to professional partners relating to tax and legal coordination of client family goals and objectives Research, report, and expand life insurance planning, long-term care options, and other insurance held in-house or outside our company Strategize tax efficient distributions and trading Research Investment Strategies Generating Family Wealth Plans using MoneyGuidePro Consider Charitable & Family gifting strategies Provide Generational and Legacy planning in life and postmortem Assist with McFee proprietary investment strategies in equities and fixed income Use Morningstar analytics to optimize portfolio management and reporting Strategize Employer Benefits, Stock Options, RSU and ESPP grants, exercise and sales Report communications and service/processing progress via ACT! (our CRM) Produce account paperwork, initiate transfers, and other administrative tasks Stay current with industry regulations and compliance standards. Provide exceptional client service and build strong relationships

Qualifications:

• Bachelor's degree in finance, business, or a related field.
• Knowledge of financial planning concepts, investment products, and industry regulations.
• Strong communication and written skills.
• Proficiency in financial planning software and tools.
• Excellent organizational and time management skills.
• Exceptional attention to detail.
• Ability to thrive in a team-oriented environment.
• Previous experience in a similar role or in the financial services industry is a plus.
• Industry certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus.

Why Join Us:

At McFee Financial Group, we are committed to providing our employees with a dynamic and supportive work environment where they can grow both personally and professionally. We offer competitive compensation and benefits, opportunities for professional development, and a collaborative team dedicated to delivering exceptional service to our clients. If you are a motivated individual with a passion for financial planning and want to contribute to a growing firm's success, we encourage you to apply for this Paraplanner position. How to

Apply:

Interested candidates are invited to submit their resume and a cover letter explaining their qualifications and why they are the right fit for this role. Please send your application to barbara@mcfeefinancial.com McFee Financial Group is an equal opportunity employer and welcomes candidates from all backgrounds to apply.

Pay:

$50,000.00

• $65,000.

00 per year

Benefits:

401(k) 401(k) matching Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance

Education:

Bachelor's (Required) Ability to

Commute:

Brooklyn Park, MN 55443 (Required)

Work Location:

In person