We are looking for a para planner and CFP® candidate who can deliver an exceptional planning experience for all clients. You will be working directly with our trusted advisors in areas including investments, protection, cash flow, savings, and debt management. Additionally, you will work with the Bluecrest Wealth Management team to prepare, present, implement, monitor, and maintain financial plans.
Our para planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous, customer-oriented, and looking for career growth we would like to meet you.
Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
Analyze clients’ financial statuses (e.g. income, expenses, and liabilities)
Examine and suggest financial opportunities (e.g. insurance plans, investments)
Develop sound plans and budgets for clients
Customize financial plans according to clients’ changing needs
Build strong relationships to retain existing clients
Maintain updated knowledge of regulations, practices, and financial products
Communicate with financial advisor on strategies that could be viable
Provide weekly updates on the status of financial planning projects
Review and modify systems to enhance the financial planning experience
Continually look for ways to improve the financial planning process
Proven experience as para planner or similar role; experience in sales or customer service is an asset
Ability to analyze financial information and comply with regulations
Proficiency in MS Office
Attention to detail and strong math skills
Strong ethics, with a customer-oriented attitude
Outstanding communication skills, with the ability to foster long-term relationships
Valid professional license (e.g. Series 7 & 66)
BS/BA in accounting, finance, business administration, economics or relevant field; professional certification (e.g. CFP) is a plus
Minimum of 3 years’ experience in the brokerage, insurance, or financial industry
Experience with financial planning software such as eMoney and RightCapital.
Strong attention to detail and organizational skills
Drive for professional growth
Ability to handle high volume, fast paced environment
Ability to work independently and as a team member
Must reside in the Dallas - Forth Worth Metroplex
About Bluecrest Financial Alliances
At Bluecrest Financial Alliances, our agency is dedicated to helping our financial services professionals deliver sound financial solutions to our clients.
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Professionals promise to offer you a new level of attention, insight, and guidance.
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situat...ion is bound to change, we work with you over time to and help ensure you are on track to achieving your goals.