Job description
Job Title: Paraplanner
Company: McFee Financial Group
Location: Minneapolis, Minnesota
Job Type: Full-time, In-Person
About Us:
McFee Financial Group is a leading financial advisory 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.
