Moss Adams
Overview
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Paraplanner
role at
Moss Adams . Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth. Individuals who thrive at Moss Adams exhibit collaboration, critical thinking, emotional intelligence, executive presence, growth mindset, intellectual curiosity, and results focus. Introduction to the team: We are seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor (RIA). Responsibilities
Collects, validates, and analyzes financial data Inputs data into financial planning software and develops initial planning recommendations Assists with ongoing portfolio monitoring and account maintenance Interacts with other team members and departments to coordinate the delivery of service to clients Provides ongoing support of client relationships, handles day-to-day client requests and issues Provides efficient and accurate year-end tax information to CPAs Qualifications
Bachelor’s degree in related field required 1 year of wealth management and investment advisory experience preferred Experience in a public accounting or professional services firm environment preferred Insurance knowledge preferred Series 65 preferred and/or willing to obtain within 180 days of hire Experience with CRM, portfolio accounting, rebalancing and/or financial planning software preferred Excellent communication, organizational, and client relationship skills Ability to work on multiple projects at once while consistently completing projects on time and with few revisions Understands firm’s wealth management process Ability to function as part of a regional team Ability to think critically, take initiative and problem-solve Ability to maintain poise and diplomacy amongst client and company personnel Equal Opportunity
Moss Adams is an Equal Opportunity Employer
as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com. Pay information : Certain jurisdictions require disclosure of pay ranges. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Job Details
Employee Status: Regular Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Accounting Location: Portland, OR
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Join to apply for the
Paraplanner
role at
Moss Adams . Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth. Individuals who thrive at Moss Adams exhibit collaboration, critical thinking, emotional intelligence, executive presence, growth mindset, intellectual curiosity, and results focus. Introduction to the team: We are seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor (RIA). Responsibilities
Collects, validates, and analyzes financial data Inputs data into financial planning software and develops initial planning recommendations Assists with ongoing portfolio monitoring and account maintenance Interacts with other team members and departments to coordinate the delivery of service to clients Provides ongoing support of client relationships, handles day-to-day client requests and issues Provides efficient and accurate year-end tax information to CPAs Qualifications
Bachelor’s degree in related field required 1 year of wealth management and investment advisory experience preferred Experience in a public accounting or professional services firm environment preferred Insurance knowledge preferred Series 65 preferred and/or willing to obtain within 180 days of hire Experience with CRM, portfolio accounting, rebalancing and/or financial planning software preferred Excellent communication, organizational, and client relationship skills Ability to work on multiple projects at once while consistently completing projects on time and with few revisions Understands firm’s wealth management process Ability to function as part of a regional team Ability to think critically, take initiative and problem-solve Ability to maintain poise and diplomacy amongst client and company personnel Equal Opportunity
Moss Adams is an Equal Opportunity Employer
as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com. Pay information : Certain jurisdictions require disclosure of pay ranges. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Job Details
Employee Status: Regular Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Accounting Location: Portland, OR
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