ParaPlanner - Family Office Services in Nashville, TN at First Horizon National Corporation

Date Posted: 1/29/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    60 Music Square East
    Nashville, TN
  • Job Type:
  • Experience:
    3 to 5 years
  • Date Posted:
    1/29/2020
  • Job ID:
    PARAP01580

Job Description

ParaPlanner - Family Office Services  position is responsible for a variety of functions related to the financial planning process.  Duties include: Coordinating the flow of client data including data entry, review for accuracy and plan review with the CERTIFIED FINANCIAL PLANNERTM Professionals (CFP®'s).  Position will also provide assistance to the CFP®'s as needed including scheduling of data gathering appointments and plan presentations, researching and resolving inquiries, appointment tracking, inputting client data into the financial planning software, and providing excellent customer service and support.  This position will also be responsible for performing other duties as assigned by the department manager.

JOB DUTIES & RESPONSIBILITIES:

80% - The para planner will assist the CFP® throughout the financial planning process. This includes assisting the CFP® with data entry into the financial planning software. Accuracy will be extremely important. The position requires interaction with clients, the sales force, and the CFP® to aid in the collection of data for plans, and construction of personal financial statements. This includes contacting the client to schedule the data gathering appointment, follow-up with clients, assistance with the implementation process, and communication with other professionals on behalf of clients. The para planner will create and maintain an efficient process for scheduling and flow of plans and will support tracking of appointments in the RMS system and as needed. The Para planner facilitates communication among the CFP®s, the client, and the sales force to ensure a high level of customer service. The Para planner has a responsibility to their clients and the financial planning staff to keep current on laws and practices regarding the financial planning industry.

20% The Para planner will also support the department with other initiatives as determined by the Manager. This includes, but is not limited to: scanning, preparing spreadsheets, disseminating material and phone coverage.

Requirements:

Some college required and/or minimum of 3-5 years working experience in a related field. Position requires at minimum a NASD Series 6 license. College graduate with financial planning experience, preferred.

Above average computer skills are required

Excellent verbal communications

High level of accuracy and quality

Proficient understanding of financial planning and its components

Ability to work with little or no supervision and work as a team member

Proficiency with PC based special applications

Ability to participate in various internal training programs as deemed appropriate

Work under pressure and deadlines

Strong organizational skills

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)