The Paraplanner position is an ideal role for a detail oriented individual who is interested in pursuing a career with a growing financial planning firm and is willing to support and learn from a team of experienced advisors. Harbor Group values each team member's contribution, invests in career goals and provides a competitive benefits package.
Daily activities will include:
Support team members in the delivery of financial planning to clients.
Assist in the preparation and development of comprehensive financial plans.
Generate financial reports by using financial planning and tax software as well as customer relationship management and financial reporting tools.
Collect, input, and analyze data from insurance policies, retirement plans, estate documents, tax returns, and other relevant documents.
Develop trusting relationships with clients through effective communication.