Potential annual bonus based on individuals performance
Preferred Education:
4 Year Degree
Para Planner Job Description
The ideal candidate is a detail oriented person with good follow through skills, who is hard working, works well with others, and is client focused. This candidate should have a Bachelor's Degree in a financial planning related field. This is a full-time entry level position designed to promote the candidate into a financial planning role within firm.
General Responsibilities:
- Data entry client information into financial planning software
- Create/Update client portfolios in our investment software
- Create/Update client summary using Microsoft Excel
- Assist clients with their questions, concerns, or issues
- Complete Financial Plan Implementation paperwork
- Follow up with clients to complete recommendations
- Secure insurance quotes based on the clients' financial plans
- Complete mortgage refinance analysis for clients
- Do research for financial planning situations
- Calculate investment cost basis when necessary for our clients
- Create/file electronic files of client documents
Qualifications:
- 3+ years of experience in the financial services industry OR
- Bachelor's Degree in a financial planning related field
- Strong attention to detail
- Ability to identify, and follow through with clients' needs and issues
- Must demonstrate excellence in organizational and time management skills
- Strong interpersonal skills
- Strong verbal and written communication skills
- Must be a goal oriented team player
- Problem Solver
- Must be proficient in using Microsoft Excel and Microsoft Word
