Paraplanner/Junior Advisor

To be considered for the Paraplanner/Junior Advisor role at Daybreak Financial Partners, candidates should ideally have 3-5 years of experience in a financial services role, particularly in a client-facing capacity. Strong attention to detail, a commitment to integrity, and a desire for continuous improvement are essential. Familiarity with MS Office 365, RightCapital, Morningstar, and Fi360 is preferred, along with a willingness to obtain or possess licenses such as Series 7 and 66/5.

As a Paraplanner/Junior Advisor at Daybreak Financial Partners, your daily responsibilities could include assisting in preparing for client meetings, interpreting financial statements, and contributing to investment reviews. You will also support operational and compliance tasks related to investment, insurance, and 401k services, helping to streamline processes and provide a high level of service to our clients.

At Daybreak Financial Partners, Paraplanner/Junior Advisors enjoy a robust benefits package that includes a competitive salary with bonus potential, generous paid time off, including 11 holidays, and a 401k plan with employer contributions. Additionally, we’ve got your health covered with employer-subsidized medical, dental, and vision benefits, along with life insurance and short and long-term disability coverage.

Absolutely! Daybreak Financial Partners prides itself on nurturing talent and promoting professional growth. As a Paraplanner/Junior Advisor, you will have the opportunity to pursue advanced certifications like CFP, expand your knowledge of financial planning, and take on more responsibilities over time. Your journey with us can pave the way for advancement within our boutique firm.

Yes, Daybreak Financial Partners is committed to the professional development of its team members. We encourage ongoing learning through training sessions and provide opportunities to attend educational conferences. Our culture supports you in enhancing your skills and knowledge in financial planning and investment management.

For the Paraplanner/Junior Advisor role at Daybreak Financial Partners, strong technology skills are essential. Familiarity with software programs like MS Office 365, RightCapital, Morningstar, and Fi360 is highly desired, as you’ll be using these tools daily to optimize client financial plans and reports, ultimately supporting our mission of providing outstanding client service.

The work environment at Daybreak Financial Partners is collaborative and supportive. As a Paraplanner/Junior Advisor, you'll be part of a close-knit team focused on helping clients achieve their financial goals. We foster open communication, teamwork, and a collective passion for providing exceptional financial services in a friendly atmosphere.

In answering this question, convey your passion for financial planning and how Daybreak Financial Partners' values align with your career aspirations. Highlight aspects of the firm that resonate with you, such as their emphasis on client relationships and community involvement.

Discuss your organizational skills and tools you use to prioritize tasks effectively. Mention strategies you would adopt to handle urgent client needs while ensuring ongoing projects stay on track, showcasing that you can manage responsibilities in a fast-paced environment.

Provide an example that demonstrates your problem-solving skills and client focus. Explain the challenge, the steps you took to resolve it, and the positive outcome you achieved, emphasizing your commitment to service excellence.

Talk about your familiarity with software like MS Office Suite, RightCapital, and Morningstar. Provide specific examples of how you’ve used these tools in past roles and how they helped you deliver better outcomes for clients.

Emphasize the importance of trust, communication, and empathy in building client relationships. Describe how you would actively listen to client needs and follow up with personalized advice and services to create lasting connections.

Discuss your proactive approach to staying informed, such as subscribing to relevant newsletters, attending workshops, or joining professional organizations. Highlight your commitment to continuous learning and improving your knowledge base as a Paraplanner.

Highlight your collaborative skills, providing examples of how you've contributed to team success in previous roles. For instance, mention team projects and how you actively supported your colleagues while ensuring a positive work atmosphere.

Detail your process for preparing for client meetings, including reviewing client files, gathering necessary documentation, and formulating questions. This shows your thoroughness and dedication to providing value during meetings.

Explain your time management tactics, such as creating schedules or using task management tools. Illustrate your ability to remain organized and focused under pressure while maintaining a high standard of quality in your work.

Express your understanding of how obtaining licenses, such as Series 7 and CFP, enhances your credibility and expertise. Discuss your eagerness to comply with regulatory requirements, which directly benefits the clients you serve at Daybreak Financial Partners.