Job Details
Peak Wealth Solutions is seeking a Financial Para-Planner to join our growing team and support our existing Advisors and clients.
Responsibilities
Strategize on wealth management techniques and client deliverables
Create client deliverables for more impactful client meetings
Provide review of net worth statements, cash flow reports, etc.
Prepare financial plans for Lead Advisor to deliver to clients
Prepare and customize Investment Policy Statements
Work with clients to integrate them into data aggregation software
Understand investment strategies and execute portfolio trades and account rebalancing
Other projects and responsibilities as assigned by the firm Principals
Qualifications
Strong knowledge of wealth management/financial planning practices
Demonstrated understanding of financial statements, accounting and tax issues
Ability to execute and coordinate the completion of projects
Strong analytical skills and detail oriented
Ability to analyze a variety of issues, synthesize complex information and problem solve
Excellent verbal and written communication skills are required
Strong client service abilities and ability to interact with clients
Collaborate well with other team members
2 years of industry experience preferred
About Peak Wealth Solutions
Peak Wealth Solutions is a comprehensive wealth management and financial planning firm helping individuals and families plan for and achieve their ideal vision for the future. As a Registered Investment Advisor, our fiduciary standard of care ensures we always make recommendations that are in our clients best interest. We implement sound investment strategies to help obtain long term goals and ensure all areas of our clients financial affairs are addressed including tax planning, estate planning and risk management. In addition, we advise corporate and non-profit organizations on strategies for successful qualified retirement plans for their employees.