Paraplanner

We are: Fulcrum Wealth Management Group (Fulcrum) is a rapidly growing financial planning and advisory practice of Ameriprise Financial.
We help our clients live simpler, more productive lives through a disciplined wealth management approach.
Our strong team is a family with a culture based on our values: • Family: We ensure clients feel they are a part of our family • Integrity: We are radically transparent • Growth: We help others get what they want out of life • Leadership: We lead clients through important stages of life • Health: We help you achieve financial, emotional and in turn physical health We maintain 5 offices in 4 western states and support clients across the country.
Your Paraplanner Role: As a Paraplanner, you will help our clients live simpler, more productive lives by assisting Fulcrum Financial Advisors in providing exceptional client service and a unique client experience.
This includes preparing for meetings with clients and prospective clients; executing recommended changes resulting from client meetings; and coordinating directly with clients, Ameriprise Financial and other members of the Fulcrum team as appropriate.
Your responsibilities: Client Service • Gather data and prepare complete financial analyses which may include cash flow analysis, goal setting, retirement planning, and income distribution strategies.
• Complete risk analyses, hypotheticals, preliminary recommendations, fee comparisons and other investment related tools for asset allocation or investment strategies.
• Prepare portfolio risk analyses on current and proposed portfolios, or on held away assets.
• Assist in preparing insurance illustrations, applications, and underwriting follow up.
• Prepare investment performance and position reports as needed.
• Prepare other meeting content, including agendas, presentations, and prefilling forms and applications.
• Track new business to ensure forms are returned from advisor(s)/client(s), completed correctly, and submitted for processing.
• Execute trades, money movements, and other transactions.
• Track and process required minimum distributions (RMDs) • Write and distribute summary letters after meetings detailing discussions, actions taken, and next steps and follow up within 10 days of advisor client meeting.
• Execute other follow up items assigned by Advisors after meetings, including documenting opportunities, following up with clients, etc.
• Ensure clients have a documented target allocation model that is in alignment with their unique situations.
• Track required managed account reviews and ensure completion in alignment with compliance and Ameriprise requirements.
• Process estate settlements as needed.
• Provide excellent client service to Fulcrum clients as needed by addressing client needs or directing them to the appropriate resource at Fulcrum or Ameriprise.
Improvement and Growth • Update job knowledge by participating in educational opportunities, reading professional publications, and maintaining personal networks.
• Explore opportunities to add value to job accomplishments and to the organization by improving processes and procedures, sharing best practices among offices and colleagues.
• Generate critical reports for advisors, staff, management, and clients as needed.
• Accept and perform other duties as assigned.
Your Competencies: To perform the job successfully, you should demonstrate the following competencies: • Customer Service - Manage difficult or emotional customer situations; Respond promptly to customer needs; Solicit customer feedback to improve service; Respond to requests for service and assistance; Meet commitments.
• Interpersonal Skills - Focus on solving conflict; Maintain confidentiality; Keep emotions under control; Remain open to others' ideas and try new things.
• Oral Communication - Speak clearly and persuasively in positive or negative situations; Listen and seek clarification; Respond well to questions.
• Written Communication - Write clearly and informatively; Edit work for spelling and grammar; Vary writing style to meet needs; Present numerical data effectively; Able to read and interpret written information.
• Teamwork - Balance team and individual responsibilities; Exhibit objectivity and openness to other’s views; Give and welcome feedback; Contribute to building a positive team spirit; Put success of team above own interests; Support everyone's efforts to succeed.
• Organizational Support - Follow policies and procedures; Complete administrative tasks correctly and on time; Support organization's goals and values; Support affirmative action and respect diversity.
• Judgment - Display willingness to make decisions; Exhibit sound and accurate judgment; Support and explain reasoning for decisions; Include appropriate people in decision-making process; Make timely decisions.
• Motivation - Set and achieve challenging goals; Demonstrate persistence and overcome obstacles; Measure self against standard of excellence.
• Planning/Organizing - Prioritize and plan work activities; Use time efficiently; Set goals and objectives; Develop realistic action plans.
• Professionalism - Approach others in a tactful manner; React well under pressure; Treat others with respect and consideration regardless of their status or position; Accept responsibility for own actions, follow through on commitments.
• Quality - Demonstrate accuracy and thoroughness; Look for ways to improve and promote quality; Apply feedback to improve performance; Monitor own work to ensure quality.
• Attendance/Punctuality – Consistently arrive at work on time; Ensure work responsibilities are covered when absent; Arrive at meetings and appointments on time.
• Dependability - Follow instructions; Respond to management direction; Commit to long hours of work when necessary to reach goals; Complete tasks on time or notify appropriate person with an alternate plan.
• Initiative - Volunteer readily; Undertake self-development activities; Seek increased responsibilities; Look for and take advantage of opportunities; Ask for and offer help when needed.
Your Qualifications: To perform the job successfully, you must be able to perform each essential duty satisfactorily.
The requirements listed are representative of the knowledge, skill, and/or ability required.
Reasonable accommodation may be made available to enable individuals with disabilities to perform the essential function.
• Education and/or Experience: Bachelor’s degree from an accredited college or university in a related discipline or equivalent combination of education and experience.
• Certificates, Licenses, Registrations: current driver’s license, Series 7 (Federal Securities License); and Series 66 (State Securities License).
You will be required to maintain securities registrations for: your resident state and every state/jurisdiction where Fulcrum maintains an office or conducts Ameriprise Financial business.
• Language Skills: Ability to read and interpret documents such as company policies, regulations and instructions, procedure and compliance manuals is essential.
Ability to write routine reports and correspondence.
Ability to speak effectively with individuals as well as groups of advisors, clients, prospects, Ameriprise home office and other vendors, and employees of the organization.
• Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Understanding and interpretation of statistical analysis and mean regression.
• Computer Skills: To perform this job successfully, you should have knowledge of contact management systems, database software, internet software, email software, spreadsheet software, word processing software, financial planning software, Morningstar Advisor Workstation, brokerage trading software, and Microsoft Office Suite software.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to use hands to type and use a mouse or other computer or electronic equipment.
• Employee is frequently required to walk, sit, talk, and hear.
• The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm, or other professional offices.
There are no unusual or significant hazards and reasonable accommodations can usually be made.
Job Type: Full-time Pay: $33.
00 - $39.
00 per hour Expected hours: 40 per week Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Flexible schedule * Health insurance * Health savings account * Life insurance * Paid time off * Professional development assistance * Retirement plan * Tuition reimbursement * Vision insurance Schedule: * 8 hour shift * Day shift * Monday to Friday Experience: * Customer service: 1 year (Required) Ability to Relocate: * Pasco, WA: Relocate before starting work (Required) Work Location: In person