Geometric Wealth Advisors

Paraplanner

• Work closely with Geometric’s Financial Planners and Wealth Advisors in support of our comprehensive financial planning offering.
• Create and update financial plans using eMoney software.
• Draft financial analyses (primarily in Excel) for review by Financial Planners and Wealth Advisors.
• Manage relevant notes, tasks, and workflows in the CRM and Google sheets.
• Research financial planning topics as needed and keep knowledge databases current.
• Coordinate with current Paraplanners to balance workloads.