How to Apply: Applications are no longer being accepted for this position (as of 3-12-2024). We are in interview process.
Date of job posting: | February 15, 2024 |
Applications due by: | March 11, 2024 (midnight) |
Position starts: | May 1, 2024 |
Overview
The paraplanner will manage the central hub of a client’s planning – the Annual Renewal Meetings, also known as the ARM. Our ideal person will also act as the “Director of pro-activity,” supporting clients and advisors as they prepare for, engage in, and reflect on an inspiring financial planning experience.
Responsibilities
As a paraplanner, you will
Compensation: | $50,000 – $60,000/year depending on experience (W2 position) |
Time: | 40 hours/week |
Benefits: |
Flexible time off. 3 – 4 weeks per year paid time off. Health Care comp: $300/month to each full-time employee of Trail FP Retirement Plan: 401k plan with employer matching (100% of 1st 3% of employee contributions, 50% of the next 2%) All benefits begin after 6-months of employment |
Schedule: | Working hours are during the regular work week (M-F, 8-5). There may be some work (client meetings) that extend past 5:00 PM. Attendance at those meetings will be encouraged, but not mandatory. |
Location: | The work will be an in-person role in Bellingham, WA. Some work may be done remotely based on conversations with your supervisor. |
Time Off: | The Trail FP calendar is flexible. Time off is scheduled and agreed upon ahead of time. |
How to Apply: Applications are no longer being accepted for this position (as of 3-12-2024). We are in interview process.
Filled Positions
Client Service Associate – Administrative and operational position. Hired in 2021.