Sound interesting? We want to talk to YOU!
Opportunity: Financial Planning Assistant (Paraplanner). This position is open as a result of internal promotion.
Financial Planning Assistant (Paraplanner) – Your Job Duties
You will be integral in supporting the team and Financial Advisors as the first point of contact for both prospective and existing clients. You will coordinate client service activities including:
A successful Financial Planning Assistant (Paraplanner) is someone who enjoys bringing a smile to clients faces through positive interactions with clients, is very organized with excellent follow-up and follow-through, and enjoys supporting and working with a team.
Financial Planning Assistant (Paraplanner) – Required Prior Experience & Qualifications
Compensation DOE (hourly) and is eligible for overtime. You may also elect a flexible schedule to receive every other Friday off. You will be provided with comprehensive benefits and retirement package including medical, dental and vision insurance, 401k with profit share, vacation and sick time. In addition, we are pleased to cover your costs for licensing and continuing education towards your training and development goals.
Why Choose Us?
Community Involvement. We are dedicated to our community and are proud to give back and support several local charitable organizations which we donate to annually. In addition, we host an annual charity golf tournament in support of a local community organization. Giving back to the community where we live, work and play is very important to our team.
Reputation. For over twenty years, we have been helping clients protect their wealth. We have an established track-record of stability and success where you can find your next long-term home.
Growing Team with Extremely Low Turnover. We are proud to experience very low turnover and continue to grow and expand our team. With us, you are working with your “family away from home”.
Growth Opportunities. In addition to nationwide trainings, we offer additional in-office learnings and professional development opportunities for you to reach the next level.
Response to COVID-19:
Our team remains committed to serving our clients. As an essential business, we are operating and working in-office. Precaution measures are taken in-office to ensure your safety including nightly deep cleaning and sanitization of our office and common area spaces, socially distancing at all times, conducting meetings virtually when able and other safety precautions.