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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