FAQ
Frequently Asked Questions
FAQs
A financial advisor provides comprehensive financial planning services, ensuring all aspects of your financial life are managed, including investments, insurance, retirement, and estate planning.
Women often face unique financial challenges. Our financial planning services focus on providing women with tailored financial advice, helping them achieve their specific financial goals.
A Certified Financial Planner (CFP) has the expertise and ethical standards to offer reliable investment management, ensuring your portfolio aligns with your financial objectives.
Investment management is crucial for family financial management as it helps grow and protect family wealth, ensuring long-term financial security and meeting family-specific goals.
Life insurance is a vital component of financial planning for the family. It provides financial security, ensuring your loved ones are protected in the event of unforeseen circumstances.
Our financial planning services offer finance for small business owners, providing strategies to manage cash flow, retirement plans, and investment opportunities tailored to your business needs.
Retirement for millennials requires a proactive approach. Our financial advisors help millennials start planning early, ensuring they can enjoy a comfortable retirement without financial stress.
Women should seek financial advice that addresses their specific needs, such as longevity planning, career breaks, and retirement savings strategies, to ensure a secure financial future.
A CFP can provide expert guidance in financial planning for the family, ensuring all aspects like education funding, retirement planning, and insurance are effectively managed.
Investment management is critical for retirement planning. It ensures your investments are aligned with your retirement goals, providing the growth needed for a secure retirement.
Life insurance provides women with the financial protection they need, offering peace of mind and ensuring their loved ones are financially secure in case of unexpected events.
Our financial planning services provide comprehensive strategies for families, helping manage investments, savings, insurance, and retirement planning, ensuring long-term financial health.
A financial advisor can help small business owners navigate complex financial decisions, from investment strategies to retirement planning, ensuring business success and personal financial security.
Financial planning for the family involves considering the financial needs of all family members, including education, retirement, and insurance, ensuring comprehensive financial protection.
Millennials should focus on long-term investment strategies, maximizing employer-sponsored retirement plans, and starting early to ensure a comfortable retirement.
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Financial Planning Alternatives
Join Our Firm
Financial Planning Alternatives is a growing wealth management consulting firm located in Westport, Massachusetts.
The Sales Assistant/Paraplanner Associate reports to the Owner of the Firm as well as the other Advisors in the office and is critical to appropriately leveraging the Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information to clients and advisors in a timely, efficient, and professional manner. Candidate must be extremely organized, detail-oriented and a self-starter.
This role requires MA Insurance, FINRA Series 7 and Series 66 registrations; which must be obtained within one year of employment. The Sales Assistant/Paraplanner Associate position supports our advisory staff and senior advisors as they prepare for client meetings, as well as communicating directly with clients as needed. The ideal candidate is client-focused, highly dependable, analytical and a team player. He or she must be able to operate autonomously and be comfortable working in a small office setting, which often requires the individual to adapt to new responsibilities as the firm continues to grow and evolve. This position has a broad range of duties, providing the individual exposure to and opportunity to pursue multiple career paths within our firm.
Client Service
- Ability to provide excellent customer service contact / client facing experience
- Perform general administrative duties including, but not limited to, answering phones, filing, processing mail, scheduling meetings and other responsibilities that support the company
- Maintain information in the company CRM database, including, but not limited to, entering new contacts and/or companies, creating groups and/or running reports and creating workflow efficiencies
- Once appropriately licensed, assist lead Administrator in non-financial changes to client accounts
Advisor Support
- Prepare advisors for client and prospect meetings on an ongoing basis. Gather and prepare for use all necessary presentation and sales materials, compile meeting agendas, performance reports and account applications
- Onboard new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing quarterly review cycle
- Proactively work to ensure all advisor client follow-up and associated tasks are completed; create workflow in CRM system to track all outstanding follow-up tasks to be reviewed regularly with each advisor
- Assist practice in transitioning to a cloud-based system
Skills Needed / Desired:
- Proven ability to meet deadlines as well as effectively identify and solve problems
- Strong time management, organizational skills; able to effectively prioritize/multi-task
- Ability to work independently as well as cohesively with advisors and team members
- Must maintain a high level of confidentiality and have a client-focused, helpful attitude
- Series 7, 66, Life and Health certifications or complete within 1st year
Requirements:
- Minimum 1-2 years’ experience (graduates with solid financial internship experience considered)
- Proven strong client service skills
- Microsoft Office – Outlook, Word, PowerPoint and Excel required
- Experience with Redtail CRM, Morningstar, eMoney a plus
