Full-time • Remote
At NewRetirement, our aim is to enable anyone to do better by making the most of their money and time. Our comprehensive financial planning platform allows users themselves to create a holistic financial plan. We’re at the precipice of an exciting time at our company. We have recently seen exponential growth, we’ve raised $20+M from top investors, and we’re optimistic about the future as we grow. We also have an advising business, NewRetirement Advisors, a wholly-owned subsidiary of NewRetirement.
NewRetirement Advisors enables users to collaborate with a CERTIFIED FINANCIAL PLANNER™ professional to get expert reassurance that they are on the right track and to identify and achieve their financial goals.We think that this collaborative approach is the future of financial advice. The world changes fast and people deserve more than a 30-page paper financial plan that’s outdated a week after they get it. With NewRetirement Advisors, clients get:
- A more affordable option than traditional financial advice
- Expert advice in the form of a financial roadmap prepared by the CFP professional
- Online tools to collaborate with the CFP professional and to be able to answer some of their own questions and improve their own financial know-how
- Defined meetings with the CFP professional for one to one guidance
About This Role
We are looking to hire an entry-level financial planner for a paraplanner role. You will assist at least two CERTIFIED FINANCIAL PLANNER professionals in preparing financial plans for our unique user base. Such an individual will desire working in a team-oriented independent RIA firm and you will learn and help shape the way we care for our clients, gaining valuable experience for developing a financial planning career.This role is:
- A great opportunity for a professional who is looking to learn and grow in a collaborative and entrepreneurial work environment
- An ideal fit for someone who values working both independently as well as in a team environment
- Fully remote
This position will report to our senior CFP at NewRetirement Advisors.
Responsibilities
- Prepare financial analyses and financial plans for clients
- Prepare final reports, analyses, and proposals (with financial advisor’s guidance) and help prepare for client meetings
- Support current clients by updating their financial plans and profiles through enhanced reporting on their continued needs, and develop presentation materials for business reviews
- Conduct research, reporting, and analysis
- Provide support for processing client service needs. In addition to helping to prepare the financial analysis for clients, you will also:
- Help track prospects and new business activities through contracts, meetings, and payments and:
- Help with creation, improvement, and implementation of workflows and procedures to improve efficiency and enhance client experience
- Prepare advisor for client appointments, including putting together client paperwork, applications, and marketing materials
- Maintain CRM software/database, keeping it current for sorting, searching, reporting, fee tracking, and new business opportunities
- Provide a white glove customer experience
- Answer client questions, help with onboarding and assist in operations when needed
Skills and Qualifications
Experience in the field is desirable, although not required, as this is an entry-level financial planning position with career development.We expect you to:
- Be passionate about personal finance and helping clients achieve financial wellness
- Demonstrate proficiency in financial planning concepts
- Be able to recognize/read personal and corporate financial documents, take direction, brainstorm with financial advisor, and facilitate interaction with outside resources and vendors
- Have excellent interpersonal and written and oral communication skills to interface with team and clients
- Possess strong analytical skills
- Be a self-starter, productive, and be able to work well both with a team and independently
- Have the ability to identify, meet, and follow through with client needs and requirements
- Possess keen attention to detail
- Have excellent project management skills with ability to prioritize and track multiple tasks
- Be proficient in Microsoft Office Suite
- Possess a dedicated commitment to providing superior customer service
Preferably you also have:
- Your CFP or be working toward your CFP
- B.A. or B.S. in Financial Planning, Finance, Accounting, or Economics
- Certification as a paraplanner
- Knowledge of CRM (specifically Wealthbox) and financial planning software
Salary Range
This position offers a competitive salary between $$65,000 - $85,000Kdependent upon experience and qualifications. Salary may vary by location based on factors including cost of living. We are committed to paying our employees fairly and providing opportunities for professional growth and development.We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply.
If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.NewRetirement values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process.
If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.
