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Financial Paraplanner and Assistant to Financial

4 months ago


Scottsdale, United States Jacob Gold & Associates, Inc. Full time

**Responsibilities include**:

- Opening/closing 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.

**Skills and Individual Qualities include**:

- 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.

**Licenses required**:
FINRA Series 7 & 66 are required.

Pay: $75,000.00 - $100,000.00 per year

**Experience**:

- Financial planning: 2 years (required)

License/Certification:

- CFP (preferred)
- FINRA License (required)

Ability to Commute:

- Scottsdale, AZ 85254 (required)

Ability to Relocate:

- Scottsdale, AZ 85254: Relocate before starting work (preferred)

Work Location: In person