Fractional Paraplanner - Claire Myers Consulting

Our client is seeking a detail-oriented and experienced fractional Paraplanner to join our client in Honolulu. This part-time role is ideal for a skilled professional looking to contribute to a dynamic financial planning practice. The ideal candidate will have experience in financial planning, specifically working with e-Money and Asset-Map, and preferably hold a Series 7 license.

Key Responsibilities

• Assist in creating and updating comprehensive financial plans using e-Money and Asset-Map.
• Analyze clients' financial situations and provide data to support financial advisors in developing tailored recommendations.
• Collaborate with advisors to ensure that client plans are accurate and aligned with their financial goals.
• Prepare and review client-facing reports and documents.
• Monitor clients' portfolios and assist in the rebalancing process as needed.
• Provide administrative support for client onboarding and maintenance of financial planning tools.
• Maintain up-to-date knowledge of financial planning trends, tools, and best practices.

Qualifications

• Previous experience as a paraplanner or in a similar role within the financial services industry.
• Proficiency in e-Money and Asset-Map is required.
• Series 7 license is preferred but not mandatory.
• Strong analytical skills and attention to detail.
• Excellent communication skills and the ability to work independently.
• A commitment to confidentiality and ethical standards.

Benefits

• Flexible working hours.
• Opportunity to work with a respected financial advisory firm.
• Competitive hourly compensation.

Compensation

• $35 - $50 per hour (based on experience and qualifications)