Financial Planning Para Planner Job Description
Rockland Trust is currently seeking a Financial Planning Para Planner (FPP). The FPP will report to the Financial Planning Officer (FPO) and assist the FPO with the creation of goal-based financial plans for new and existing key clients within the Investment Management Group (IMG). The FPP will help track all financial planning activities on a regular basis and provide updated activity reports to the FPO. The FPP will be part of IMG’s team-based approach to client service in a very relationship-driven environment. FPP will help organize and distribute Financial Planning information to Relationship Managers and other members of IMG. FPP will assist FPO in research projects as well as articles/presentations for IMG professionals, prospects and clients.
Skills:
Fundamental Knowledge of Financial Planning and its importance in a comprehensive wealth management service offering.
Practical experience in Excel, Word, Adobe Acrobat
General knowledge of investments, estate planning, taxes and insurance
Experience with Financial Planning software (i.e. MoneyGuidePro) is a plus
Qualifications:
Bachelor’s Degree in Finance or Business
2+ Years of relevant work experience
Interest in or currently pursuing the CFP® designation
Strong written and verbal communication skills
Detail-oriented
Ability to work as a team player as well as an individual contributor
Contact: Theresa (Terry) M. Becker, CFP®
Vice President, Financial Planning Officer
Rockland Trust Investment Management Group
58 Main Street
Franklin, MA 02038
Office: 781.982.6867 Cell: 339.832.1254 Fax: 508.732.7672