Do you have superior client service skills and a great work ethic that you want to contribute to an established and continually growing financial advisory business? We are looking for strong, detail orientated people to join our team. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!
This position is a mix of experience in the areas of financial planning, investments, tax, client service, advisory and tax software, marketing, and administrative business operations work. This position is designed to expand your resume with valuable skills and career experience while working with our team to expand our business and provide our clients with quality service.
Manage client requests, prepare and process investment and insurance paperwork, schedule and prepare for client meetings, and perform light financial planning prep work.
Provide operational and tech support to the financial advisory team and will be responsible for a range of duties related to operations, new client onboarding, performance reporting, compliance and various other support functions. Provide marketing assistance with updates and posts to the website, LinkedIn, Facebook and other mediums of communication. Review and optimize operational processes and workflows for both the back office and client facing teams.
Perform a wide range of planning, education, research and analysis duties for both existing and prospective investment and financial planning clients. The Paraplanner must have the ability to utilize critical thinking skills, work independently, anticipate firm needs and client questions, and prepare and participate in client meetings.
Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning. Minimum Requirements are 5-10 years of experience, $10m+ AUM client base, CFP® preferred.
English speaking 40+ WPM 1-3 years’ experience in a financial services firm Intermediate experience in
Office, CRM, and document software Team-player
Tech and Social Media Savvy
Values work-life balance
Full time position
Retirement plan provided
Health benefits plan provided
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