Financial Analyst/Paraplanner

About this role

Financial Planning Analyst

• Paraplanner

Evangelista & Associates is looking for a Financial Planning Analyst to join our growing team. This position directly supports financial advisers and wealth managers in serving existing and prospective clients. You are expected to perform various tasks, including portfolio reviews and preparing financial projections using financial planning software. You must be able to use critical-thinking skills, work within a team, and anticipate firm needs and client questions.

Qualified candidates are detail-oriented, structured, and have a high degree of follow-through.

From an Analyzing Perspective, you will:

• Prepare financial analyses for clients, including retirement planning, estate planning, education planning, stock options analysis, and risk management needs.
• All aspects of pre-client-meeting activities, such as preparation of meeting agendas, client paperwork, investment policy statements, and asset allocations, as well as post-client-meeting tasks such as developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals if
• Continuously monitoring clients' financial situations with detail and
• Coordinates client meetings, prepares portfolio performance reports, verifies the accuracy of the information, and develops preliminary recommendations in conjunction with the
• Facilitates completion of agreed-upon recommendations; opens new accounts, processes and follows up on transfers, submits required paperwork, and follows up with the client.
• Input and analyze financial plans to achieve clients' objectives/goals.
• Asset Allocation and rebalancing of client accounts and employer-based plans.

Operationally, you will:

• Assist clients in completing applications for new accounts, annuities, and insurance, in addition to processing those applications.
• Track newly opened accounts and transfers.
• Serve as client service liaison and make daily client contact through e-mail and phone calls.
• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure essential client information and documentation are up to date using E&A CRM

Skills and

requirements

• Bachelor's Degree in Personal Wealth Management; Finance, Economics; and/or Commensurate Experience. 1 - 4 years of experience in a Financial Planning Firm is a plus.

- Exceptional oral, written, and interpersonal communication skills

• Works independently on various projects with minimal supervision as assigned by the Advisor.
• Detail-oriented, organized, responsible, and client-centric mindset
• Can set priorities and organize tasks to accomplish work objectives with the ability to multitask in a fast-paced environment with tight deadlines
• The skills to take the initiative to move ahead on assignments in the most efficient, timely, and         productive manner with minimal encouragement
• Must be able to show good judgment and decision-making, have impeccable ethics and integrity, and comply with all regulatory

- Passionate about helping others and love working with a team

• Facilitates continuous improvement in their area of
• High regard for Evangelista & Associates' core values: Passion for Excellence, Integrity, and

About the company

Evangelista & Associates is a boutique Wealth Management and Financial Advising Services firm located in Ann Arbor, MI. Established in 2003, we specialize in working with University Faculty & Staff to create and manage wealth and are dedicated to bringing lasting change to the lives we touch. Our firm has a fun and fast-paced environment. The firm is deeply committed to each team member's goals and career aspirations.

Additional

Benefits

Insurance

• Employee Paid 50%; Employer Paid 50%- Medical, Dental, vision

Insurance

• Employer Paid
• Life Insurance ($50,000)

Retirement

• Simple IRA
• Company match up to 3%/year.

Education

• Tuition reimbursement for all required Licenses and Registrations, including Exam Fees.

Equipment -Laptop provided at company expense.

Extra Perks

• Monthly education programs, team retreats, quarterly team building events and/or happy hours. Generous paid time off as well as additional paid holidays.

Giving to Charity

• Quarterly philanthropic activities planned by staff and supported by the company.

Compensation: We offer a competitive salary with bonuses and benefits.

Starting Date: Position is open for immediate consideration