Paraplanner/Junior Advisor

To apply for the Paraplanner/Junior Advisor position at Daybreak Financial Partners, candidates should possess 3-5 years of relevant experience in financial services, ideally in a client-facing role. Strong technology skills, attention to detail, and a commitment to integrity are also essential. While licenses such as Series 7, 66/5, and/or CFP are preferred, there is a willingness to allow new hires to obtain these licenses after starting.

A typical day for a Paraplanner/Junior Advisor at Daybreak Financial Partners involves interpreting personal financial statements, assisting in client meeting preparation, and contributing to investment reviews. You’ll also handle operational tasks related to investments and insurance, along with engaging in community networking to help strengthen the Daybreak brand.

As a Paraplanner/Junior Advisor at Daybreak Financial Partners, you can look forward to a competitive base salary with bonus potential, generous PTO plus 11 paid holidays, and a 401k plan with employer contributions. Additionally, you’ll benefit from employer-subsidized medical, dental, and vision coverage, short and long-term disability and life insurance, and contributions to a Health Savings Account (HSA).

Yes, there is potential for work-from-home days once you establish yourself in the Paraplanner/Junior Advisor role at Daybreak Financial Partners! While the initial phase requires commuting to the Cumberland Foreside office Monday through Friday, the firm values flexibility and the evolving nature of work.

Success as a Paraplanner/Junior Advisor at Daybreak Financial Partners hinges on strong attention to detail, exceptional client service skills, and the ability to build relationships. Additionally, technological proficiency with financial planning software, a willingness to learn, and a proactive attitude towards improvement are crucial for thriving in this role.

At Daybreak Financial Partners, we are committed to the professional growth of our team. As a Paraplanner/Junior Advisor, you’ll have the opportunity to pursue licenses like Series 7 and 66, and work towards obtaining your CFP designation. The firm also encourages participation in educational conferences to enhance your industry knowledge.

Daybreak Financial Partners stands out as a boutique firm that not only focuses on financial planning and investment management but also emphasizes close-knit teamwork and a culture of support. This environment fosters personal connections with clients and within the team, making it a rewarding place for a Paraplanner/Junior Advisor to grow their career.

In your response, outline your specific experiences in financial services, emphasizing client-facing roles, and detail how your background has prepared you for the tasks required of a Paraplanner/Junior Advisor at Daybreak Financial Partners.

Share your strategies for establishing rapport with clients, including active listening, empathy, and follow-up practices that demonstrate your commitment to their financial goals and well-being.

Discuss the software tools you've used, such as MS Office 365, RightCapital, and any other relevant programs. Explain how you’ve utilized these in your past roles to enhance financial planning processes.

Explain your time management strategies, including any tools or techniques you use to stay organized and ensure that you meet deadlines while maintaining high-quality client service.

Discuss your interest in the specific values and mission of Daybreak Financial Partners and how they resonate with your career aspirations in financial services. Highlight the alignment between your skills and the firm's commitment to client success.

Talk about your strategies for staying informed, such as attending workshops, subscribing to industry publications, or participating in professional organizations. Emphasize how this knowledge benefits your clients.

Provide a specific example that illustrates your problem-solving skills and ability to maintain professionalism under pressure. Highlight the outcome and what you learned from the experience.

Discuss your understanding of regulations that impact the financial planning process and how you've implemented compliance measures in your previous roles to protect both the firm and clients.

Articulate your perspective on the pivotal support role of a Paraplanner/Junior Advisor in enhancing team effectiveness, client experience, and the overall success of the firm.

Share your process for preparing for client meetings, including gathering necessary documents, developing agendas, and ensuring that all client information is accurate and organized.