Job Description
Botsford Financial Group, a fast paced industry leading financial planning firm, is growing to keep
up with demand for our comprehensive financial planning services.
We are looking for Paraplanner in our Frisco, TX office. This person will collaborate with the
financial planning department and relationship managers to identify suitable investment and
planning strategies in order to meet the needs of new and existing clients. The main responsibilities
will include fact finding, data gathering, and making observations and recommendations. This
person will also be responsible for creating financial models and projections and to prepare
necessary charts, graphs, and worksheets to support these models. Applicants should be selfmotivated individuals that have a base of knowledge in investments, retirement modeling, and risk
management. Competitive salary/bonus and benefits are offered.
Desired Skills & Experience
Candidates must:
• Have a Bachelor's Degree in a related field of study (i.e., financial planning, finance, business,
etc.).
• Be proficient in Microsoft Excel, Word, and Outlook. Experience with financial planning
and investment software programs is preferred.
• Be able to meet deadlines and be very detail oriented.
• Be very organized with the ability to switch from one project to another.
• Be excellent at problem solving and communicating.
• Possess a strong knowledge of the financial industry.
• Possess a strong work ethic and ability to multitask.
• Work well in a team oriented environment.
• Demonstrate an ability to develop and cultivate relationships.
• Accept feedback and constructive criticism well.
• Be authorized to work in the U.S. without restriction as to duration.
• Pass a thorough background check.
• Pass any applicable pre-employment tests.
• Be willing to obtain their Series 7, 66, and Texas Insurance Licenses in the future.
Company Description
The hallmark of Botsford Financial Group is our comprehensive financial planning process. Our
firm specializes in in-depth financial planning, asset protection, and estate tax minimization
strategies using sophisticated trust work where necessary. We use a proprietary financial planning
process to demonstrate what the cash flow and investment outlook may look like from the present
time through retirement, and what specific steps should be taken to help achieve the desired results.
"The keepers and protectors of our clients' lifestyles, as they define them"™