Para Planner

Brennan Wealth Advisors is seeking qualified candidates to join our growing team as a Para Planner. The successful individual will serve as a cohesive team member who consistently demonstrates high integrity and reliability within a professional environment.

• Assist Financial Planners with financial analysis and drafting of financial plans for clients
  
• Provide support for clients and team by coordinating meetings, leveraging databases and financial planning software
  Work with the internal team to prepare for client meetings including meeting coordination and preparation of regular correspondence and client presentations
  
• Take the lead on following up with action items from client meetings
  
• Provide outstanding client service with exceptional communication with clients, vendors, and team members
  
• Other duties as assigned
  

Requirements:

• Bachelor’s Degree
  
• Knowledge of general office procedures
  
• Polished professionalism with superior oral and written communication skills
  
• Excellent documentation, records retention, and work paper organizational skills
  
• Must be detail oriented, flexible, and responsive
  
• Exercise tact, courtesy, and discretion in contacts at all levels – both within and outside the Firm
  
• Excellent technical skills (CRM, MS Office, etc.)
  
• Client oriented work ethic, delivering high quality results
  
• Person of sound judgment who can prioritize