Paraplanner - Seattle, WA

Freestone is building the digitally integrated wealth services firm of the future. We believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose in life and work, Freestone is the home for you.

We are an independent wealth advisor to select families with offices in Seattle, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via beautiful technology.

We live our values of collaboration, commitment and continuous improvement every day and we welcome new Freestoners to join us

Unique Opportunity: 

We are seeking a highly motivated, detail oriented, and experienced Paraplanner to join our team, reporting to the Director of Financial Planning. The Paraplanner will work closely with our Financial Planners and Advisors in a team-based setting and will be a critical element of our Firm’s growth initiative. The Paraplanner is expected to make a direct impact to the business by supporting Advisors and Financial Planners in developing customized personal financial solutions for new and existing clients. This is an opportunity to make a difference for a team of professionals in an organization striving to do better at every turn.

We are a fast-growing company in a rapidly changing industry. The best fit candidate will enthusiastically help us stay ahead by embracing technology, bringing a ‘clients first’ mindset and otherwise enjoying the challenge of staying focused on the ever-moving target of what truly matters.

Key Responsibilities:

Our paraplanner role has the opportunity to make a direct impact to the business by supporting Advisors and Financial Planners in developing customized personal financial solutions for new and existing clients. This is a unique opportunity to work for a variety of team members

  • Take care of our clients, putting their needs and interests first

  • Be proactive for client and prospect meetings to ensure the team is prepared

  • Identify and handle client service needs and make recommendations on solutions to issues

  • Compile, enter, and monitor CRM workflows related to client financial planning requests

  • As part of the Financial Planning and Wealth Strategy Team, support our amazing Client Service Group & their clients.

  • This support position is ideally suited from someone that wants a Professional Paraplanner role

  • Input data into financial planning software, including constructing and updating financial planning analyses, and identifying issues and opportunities for discussion with Financial Planners and Advisors.

  • Areas of emphasis include financial goals and retirement needs analysis, Social Security and Medicare planning, education planning, tax projections, charitable planning, insurance planning needs, executive compensation and stock option analysis, estate planning, and cash flow analysis.

  • Research ad-hoc financial planning questions.

  • Meeting preparation and follow-up client services including working directly with team members and clients to gather all required data, prepare analyses, and follow up on delivery of analyses to clients.

  • Compile, enter, and monitor CRM workflows related to client financial planning requests.

  • Communicate and work collaboratively with Financial Planners and Advisors throughout the planning process to ensure that financial planning analyses are completed accurately and promptly.

  • Assist with development and presentation of training programs for internal staff.

‚ÄčQualifications:

 Experience

  • 3 to 5 years of wealth management industry experience – RIA preferred

  • Financial Paraplanner Qualified Professional (FPQP) required or CFP preferred or willingness to get CFP within first 1-2 years.

  • Bachelor’s degree in Financial Planning, Finance, Accounting, or Business Administratio

Competencies

  • Knowledge of tax, investments and estate planning strategies

  • Excellent project management skills

  • Professional business acumen and communication skills

  • Experience using Right Capital, CRM, preferred

Characteristics

  • Aligns with our organizational values: collaborative, committed & strives for continuous improvement

  • Strong sense of integrity, loyalty and discretion

  • Comfortable in a role that contains equal parts oversight and execution responsibilities

  • Committed to producing high quality work product

  • Capacity and passion for being part of a fast-growing, small office environment

  • Pro-activity and creativity in identifying issues, solutions and opportunities for efficiency

  • Heightened attention to detail – must be meticulous and consistently accurate

  • High level of motivation; strong work ethic; proactive and results oriented

  • Strong intellect and appropriate self-confidence; comfortable and poised working with colleagues at varying levels and with different work styles

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Ready to get started? Contact a Client Advisor