Our growing financial advisory firm is seeking a client-centric team player with a great attitude. The paraplanner will be responsible for working with the lead planner and financial advisor on new case design, strategy and implementation. The day to day responsibilities in this role will include but are not limited to: assisting the lead planner with the recommendations for client reviews and new plans. Research, both independently and with the Financial Planner, to identify suitable solutions to meet the clients needs. Prepare information for analysis by lead planner. Consider current and future allocation of assets for investment strategy with regard to client risk profile. Prepare recommendations and reports to be discussed/signed off by planner. The ideal candidate will have a minimum of three years of experience in a similar role, basic computer proficiency and a high level of attention to detail. Securities license Series 6 or 7 is required and CFP® is strongly preferred. Most importantly, we are looking for an individual that is self-motivated with a team player spirit and enjoys working in a collaborative team environment. We offer a competitive salary (commensurate with experience) with bonus potential after one year, a comprehensive benefits package and the opportunity to grow with our family focused firm.
Contact: Chris Wilkin