Overview

ASA is seeking a rockstar paraplanner for 25-35 hours a week. The ideal candidate will have a passion for financial planning, be detail oriented, focused and process driven. This position is a perfect fit for someone who enjoys the work of financial planning, but prefers to stay behind the scenes. The perfect candidate is a self-starter who is able to juggle multiple tasks and succeed in both a self-directed manner as well as a team environment. This position will be responsible for supporting Antonio Sankey with creating financial plans through eMoney and performing research and analysis as needed.

About ASA:

Antonio D. Sankey and Associates is a comprehensive wealth management firm, dedicated to helping retirees and pre-retirees achieve financial security. ASA was founded by Antonio Sankey, after watching some of his own family members struggle through the effects of financial hardship. ASA is dedicated to helping families, individuals and businesses develop and maintain wealth by providing investment management and strategic wealth planning to people at all levels. Our clients’ success is our top priority and we are dedicated to educating and supporting every client with the highest level of trust, integrity and respect.   

ASA’s focus is to provide unbiased, financial advice that is designed to achieve long term investment results. Our primary goal is to establish a trusting, long term relationship with each client through excellent customer care. We believe in our clients’ ability to achieve their goals and dreams, and we see it as an honor to help them get there. Our philosophy is that everyone needs a plan to develop financial independence, regardless of where they started from. We aim to bring the best opportunities available, and as a firm, we have the highest standards for our work. We also truly enjoy what we do and who we work with. 

Opportunity:

  • This is a great opportunity for an AFC®, CFP® or CFP® candidate who is looking to learn in a collaborative and flexible environment
  • Gain valuable mentorship from established Financial Planning Professionals
  • Create comprehensive financial plans and scenarios, based off of client’s goals using eMoney 

Responsibilities:

  • Prepare Antonio for client meetings, including data organization and entry into software 
  • Run financial projections and perform analyses in eMoney Advisor, draft financial plans and other client materials to present to clients 
  • Assist Antonio with client follow-up

Qualifications:

  • AFC ®, CFP® Professional OR CFP® candidate
  • 3+ years of financial planning experience
  • Experience with eMoney and tech savvy
  • Attention to detail with exceptional organizational skills
  • Solution focused and motivated self-starter (will be expected to self-manage and meet deadlines)
  • Superior written and oral communication skills and comfortable with direct communication
  • Trustworthy, ethical and hardworking
  • Critical thinker that is able to work with minimal oversight
  • Background check required

Compensation & Perks:

  • This is a 1099 position, 25-35 hours per week 
  • $25-$50 an hour depending on experience and credentials
  • 8-12 months with possibility of extending position
  • This position is virtual and offers maximum work / life blend flexibility

Next Steps:

  • Please include a cover letter along with your resume. 
  • This job listing will remain open until the position has been filled.
  • This application process is being handled by Team Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.

Tagged as: AFC, CFP, cfp or candidate with fp experience, emoney, paraplanner