Overview
About Bedel Financial:
Bedel Financial is a comprehensive, fee-only wealth management firm, dedicated to helping its clients achieve financial security. Founded in 1989, we focus on financial planning as the foundation for all of our work. Our client-first approach is built on transparency and trust. Every client works with a team of advisors (a financial planner and investment manager) to develop a financial plan and investment strategy that aligns with their goals.
Our clients range from successful young professionals to families enjoying their retirement years. Through our financial planning process, we provide guidance on all aspects of our clients’ financial lives. As a firm, we have high standards for our work, but also truly enjoy working together and have a positive, energetic culture. Our team approach applies to how we work with clients directly and indirectly.
About the Position:
Bedel Financial is seeking a full-time remote paraplanner. The ideal candidate will have a passion for financial planning, be detail oriented, focused and process driven. The position is a perfect fit for someone who enjoys the work of financial planning, but prefers to stay behind the scenes. The ability to follow workflows and processes is a must. 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 primarily be responsible for supporting a Senior Wealth Advisor with client work, research and analysis, and special projects.
Opportunity:
- This is a great position for an individual who loves creating plans and analyzing data, and is looking to learn in a collaborative and flexible environment
- Gain valuable mentorship from established CFP® Professionals
- Participate in all areas of client meeting preparation, including running reports, developing financial plans and scenarios using eMoney and making client recommendations
Responsibilities:
- Prepare Senior Wealth Advisors for client meetings, including data collection and plan creation, organization and data entry into software
- Run financial projections and perform analyses in eMoney Advisor, draft financial plans and other client materials to present to clients
- Assist advisors with client meeting follow-up
- Communicate with clients and their professional advisors such as attorneys, tax preparers, insurance professionals, etc.
- Enter appropriate Bedel and client tasks in firm software (Salesforce, Orion, Schwab and Fidelity, eMoney, Holistiplan and Sharefile)
- Support financial planning team by conducting research, troubleshooting, and other projects
Qualifications:
- CFP® Professional, CFP® candidate or FPQP® preferred
- 3+ years of financial planning experience
- Bachelor’s degree
- Attention to detail with exceptional organizational skills
- Solution focused and motivated self-starter (will be expected to self-manage and meet deadlines)
- Ability to follow workflows and maintain process and procedure
- Willingness to learn new programs and software as needed
- Open to a long-term position with the firm
- Superior written and oral communication skills and comfortable with direct communication
- Trustworthy, ethical and hardworking
- Tech savvy, preferably experienced with eMoney and Holisiplan
- Drug test required
- Credit check required
Compensation & Perks:
- Full-time W2 position
- $60K+ depending on experience
- Medical, Vision, and Dental Coverage
- Short Term Disability Coverage
- 401k Safe Harbor and Profit Sharing
- Health Savings Account
- Quarterly and annual bonus potential
- Virtual position offering maximum work/life blend flexibility
- Mentorship and Learning Opportunities
Next Steps:
- Please include a cover letter along with your resume.
- This job listing will remain active 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.
