Paraplanner
2 weeks ago
Responsibilities include opening accounts, facilitating money transfers, executing trades in stocks, bonds, and mutual funds. Interacting directly with clients, providing exceptional customer service, and addressing inquiries and concerns promptly are integral aspects of the role. Strong communication skills and a keen attention to detail are essential for accurately executing financial transactions and ensuring client satisfaction. Adhering to regulatory guidelines and maintaining confidentiality in all client interactions is paramount. This role demands a proactive approach to problem-solving and a commitment to delivering comprehensive financial solutions tailored to each client's needs.
FINRA Series 7 & 66 are required.
Company DescriptionJacob Gold & Associates, Inc., located in Scottsdale, Arizona, is a leading private wealth management firm founded in 2001. Under the guidance of Jacob Gold and our experienced team, we excel in providing finely tailored strategies to address the financial requirements of high net worth individuals, affluent families, and corporations.Committed to comprehending the specific obstacles individuals face in retirement planning, we offer clear guidance in maneuvering through the intricate landscape of financial preparation for both current and future needs. Whether clients seek retirement security, funding for education, or estate planning solutions, our personalized service places utmost importance on their distinct aspirations and financial goals.Company DescriptionJacob Gold & Associates, Inc. is a private wealth management firm located in Scottsdale, Arizona. Since 2001, Jacob and his team have delivered process-driven strategies to help create tailored financial solutions for high net worth individuals, affluent families, and corporations.\r
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We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
