Broker Check

Paraplanner (Financial Planning Coordinator)

Herbert Financial Group LLC (HFG) is headquartered in Auburn Hills, MI and has proudly served clients across the nation for over 38 years. Our experienced, dedicated advisory team handles over half a billion combined in advisory and brokerage assets for select families, corporate executives, and business owners. Client services include holistic financial plans, portfolio management, wealth transfer planning, risk management, estate planning and tax planning.

We are looking for a motivated, professional, and energetic individual with experience in financial planning to fill the role of Paraplanner (Financial Planning Coordinator) within our firm.

As a Financial Planning Coordinator (Paraplanner), you will be an integral member of our unified team, a value to our clients and significantly contribute to the overall success of our organization.

Career advancement opportunities are available for strong performers.

Job Summary

Providing direct support to the advisors as well as clients, the Paraplanner (Financial Planning Coordinator) is working on complex financial planning matters.

Responsibilities

  • Assists advisors in developing and delivering financial plans to current and prospective clients
  • Full responsibility for client appointment prep which includes preparing reports, creating and updating of the clients’ financial plan in WealthVision (eMoney)
  • Identify areas for planning
  • Prepare draft recommendation reports to be discussed/signed off by Wealth Advisor
  • Undertake research both independently and with Wealth Advisor to identify suitable solutions to meet the clients’ needs
  • Prepare information/comparisons for analysis
  • Liaise with clients’ legal and tax advisors (if applicable)
  • Answer complex client questions when they call or email in, guided by the lead advisor
  • Assists the Wealth Advisors as ad-hoc as requested
  • Assists in development of client event presentations
  • Track activity completed and in process through Redtail activities and Workflows
  • Participate in and provide feedback in weekly team meetings

Desirable Knowledge, Skills & Abilities

  • Bachelor’s degree in finance or related field (2024 graduates are accepted)
  • Flexible, open-minded team player with excellent organizational and communication skills

Helpful

  • Prior experience working in private wealth management / financial planning
  • Knowledge of industry leaders’ investment and insurance (variable annuity) products
  • Experience with CRM and Financial Planning software
  • FINRA Series 7, 6, 63, (and 65 if part of a Registered Investment Advisor), Life and Health license
  • CERTIFIED FINANCIAL PLANNER ™ designation preferred, if currently do not hold the designation, enrollment in the next year is required

Compensation and Benefits

  • Base salary ranges from $55,000 to $67,000, dependent on experience level
  • Additional annual bonuses range from $5,000 to $10,000
  • Growth opportunities are available based on performance
  • Safe Harbor 401k 3% non-elective employer contribution after 1 year
  • Health, Life & Disability Insurance
  • Professional licensing and certification assistance
  • Must sign restrictive covenant agreement

Email your resume to liz@hfgllc.com