AAA PWM Paraplanner
3 weeks ago
As a paraplanner, you will work closely with our financial advisors to prepare financial plans, develop investment proposals, and ensure compliance with industry regulations and firm policies.
Responsibilities:
- Prepare financial plans, investment proposals, and asset allocation analyses to support financial advisors.
- Maintain client data and update client files and account paperwork accurately.
- Perform administrative tasks such as scheduling meetings, opening new accounts, and managing paperwork efficiently.
- Assist in compiling profiles of prospective clients to facilitate client acquisition efforts.
- Ensure all activities and recommendations comply with industry regulations and firm policies.
Requirements:
- Bachelor's degree in Finance, Accounting, or a related field preferred
- 1+ years of experience in financial services or wealth management preferred.
- Proficiency with financial planning and CRM software
- Strong organizational, time management, and follow-up skills
- Excellent written and verbal communication abilities
- High attention to detail and accuracy
- Series 7 and 66 licenses are a plus.
Benefits:
- Medical, Vision, Dental, AD&D ST/LT Dis
- Incredible PTO, Potential for Flex Time
- Bonus Potential
If you are passionate about delivering service excellence and thrive in a fast-paced, client-focused environment, we invite you to join our team. Please submit your resume to Katlynn.covington@gogpac.com or simply apply here to be considered for this exciting opportunity.
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AAA PWM Paraplanner
3 weeks ago
Albany, New York, United States gpac Full timeAs a paraplanner, you will work closely with our financial advisors to prepare financial plans, develop investment proposals, and ensure compliance with industry regulations and firm policies.Responsibilities:Prepare financial plans, investment proposals, and asset allocation analyses to support financial advisors.Maintain client data and update client files...