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Gerber Financial Advisors


PARAPLANNER (FULL-TIME)

WE ARE LOOKING FOR A PARAPLANNER TO JOIN OUR TEAM!
 
WHAT WE DO.
Gerber, LLC gives first generation entrepreneurs the clarity and guidance to help integrate and achieve their life, business and financial goals.
 
WHO WE'RE LOOKING FOR.
Gerber, LLC is in need of a self-motivated, detail-orientated, and experienced professional to enhance our Client Advisory Team. Work hand-in-hand with our Advisors to enrich the lives of our entrepreneurial clients, their families, and their teams. This position is a never-a-dull-moment mix of client services, data gathering + research, preparing client materials, and advisory assistance. If you thrive working in an office environment, would be considered for an Oscar for your supporting role and have a work hard-play hard approach, this could be the position of you!
 
  • At least 2 years' previous professional work experience in client services and/or financial services
  • Self-starter motivated by the need to achieve - much like our entrepreneur clients
  • Ability to multi-task and prioritize workload
  • A glass half-full kind of attitude, even in the face of stress and adversity
  • A resourceful individual with exceptional communication skills, both written and oral
  • Strong proficiency in the use of technology and PC applications (Microsoft)
  • Understand basic financial and business data points for compilation into various reports and review materials
  • The ability to work and play well with others, and thrive in a fast-paced environment
  • Possesses the patience, endurance and commitment to stare at a computer screen most of the day or plow through paperwork with precise attention to detail and the light-heartedness to crack a joke at a passing team members
 
WHAT YOU CAN DO FOR US.
 
  • Compile and enter data for client meeting materials to cover: estate planning, insurance needs, investments, retirement, personal & business liabilities (mortgages, loans, line of credit, etc.), education, risk management and financial independence
  • Examine and understand various business documents such a Profit & Loss Statements, Buy/Sell Agreements, Balance Sheets and Cash Flow Statements to extract data for meeting materials
  • Liaise with our client's professional partners (legal, insurance and tax professionals, to name a few) to gather important information and data needed for client meetings
  • Have a genuine interest in making a positive impact on the lives of others
  • Follow processes, think outside the box and generally live on the edge with a ready for anything attitude
  • Be the yin to our financial advisors' yang by handling the day-to-day administrative and research tasks essential to creating an extraordinary client experience
  • Chat-up client service reps at annuity, insurance or mutual companies to gather critical data for company records and client meetings - and/or retrieve said data online
 
HOW WE SUPPORT YOU.
 
  • Competitive compensation based on experience and A Player performance
  • Modern, open office environment
  • Comprehensive medical (HSA and  PPO), dental and vision plans
  • Paid Time Off
  • Your Birthday Off
  • 401(k) with company contribution
  • Paid Holidays
  • Long-Term Disability
  • Life Insurance
  • Team Happy Hours + Social Events
 
WANT TO APPLY? SEND YOUR RESUME TO KELLEY.SHEA@GERBERCLARITY.COM!


INDEX
  • PARAPLANNER (FULL-TIME)
  • ADMINISTRATIVE ASSISTANT (PART-TIME)
  • 1 YEAR LATER: LESSONS LEARNED FROM OUR HEADQUARTER RELOCATION
  • WE'VE MOVED - GERBER HAS A NEW HEADQUARTERS!
  • 2018 Recap Blog
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