Advanced Paraplanner
The Firm is seeking an experienced Paraplanner who will report directly to the Co-Heads of Wealth Planning. This is not a client-facing role and would not be suitable for a planner with a book of business.
Responsibilities:
- Support all aspects of the operations behind the wealth planning offering at the Firm
- Stay on top of and research rules, regulations, legislative changes, and trends related to financial planning
- Liaise with legal compliance and supervision as needed
- Draft wealth planning-related white papers for client and internal distribution
- Review third-party software programs to evaluate their relevance for the Firm
- Support Co-Heads of Wealth Planning in updating the Firm’s capital market assumptions in eMoney on an annual basis
- Candidate will have a preference for analytical work
The preferred candidate will be extremely detail-oriented and able to effectively communicate internally with portfolio teams both verbally and in writing. This candidate must be self-motivated and able to work independently.
Qualifications:
The CFP® certification is a prerequisite for this position. Additionally, the candidate must have a minimum of seven years’ financial planning experience in private wealth management. The ideal candidate currently works at a wealth management firm, a fintech firm, or in the wealth management division of a large bank.
Skills include:
- CERTIFIED FINANCIAL PLANNER® practitioner
- Experience with wealth planning for individuals and complex family relationships
- Exceptional attention to detail
- Excellent writing skills
- Experience supporting high-net-worth wealth advisors and financial planners
- Experience reviewing wealth plans/analyses
- Empathy, compassion, and strong listening skills
- eMoney experience strongly preferred
- Strong understanding of trust and estate planning
- Ability to perform research and draft financial planning-related articles
Compensation:
The position offers competitive compensation consisting of a base salary plus an annual performance-based discretionary bonus. The base salary range is $175,000 - $225,000.First Manhattan is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.