Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
We are currently seeking an entry-level Financial Paraplanner to join our team! You will conduct quantitative analyses of various investment and financial programs.
Financial Paraplanners are primarily responsible for assisting financial planners and associate financial planners in a wide range of tasks and services. Paraplanners work by using computer software and a printer to assemble meeting documents, produce financial reports, and update and maintain financial data in financial planning software. They also prepare documents such as investment management agreements, financial planning agreements, account applications, and account transfers.
Generally, financial paraplanners conduct client-specific research and other work assigned by financial planners or their associates. Paraplanners must maintain client files in database systems, conduct research to answer questions for clients and supervisors, and assemble documents such as agendas, performance reports, investment detail reports, financial planning scenarios, and insurance and beneficiary designation inventories for meetings with clients.
Financial paraplanners also help solve service problems with clients by working with custodians, trustees, mutual fund companies, brokers/dealers, and other third-party administrators. During the tax season, they provide support by doing cost-basis research for securities transactions, including delivering IRS Forms 1099 to clients, reporting management fees, and calculating required minimum distributions.
Aspiring financial paraplanners should have report-writing skills and the ability to conduct research and analyze statistics. They should also have time-management skills, in-depth understanding of federal and state compliance issues, and excellent information technology (IT) skills. Finally, financial paraplanners should have an undergraduate degree in a business-related field and prior experience in financial planning; they should attain the FINRA Series 7 and 66 within one year and seek to obtain other financial planning credentials, such as the CFP designation.
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Hybrid Schedule! Tuesday, Wednesday, and Thursday in office. Monday & Friday are remote.
Job Type: Full-time
Pay: $32,000.00 - $42,000.00 per year
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Work Location: Hybrid remote in Chattanooga, TN 37421
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