Paraplanner

1 month ago

Irvine, United States IWM Partners Full time

**IWM Partners, a high level, well established financial services company** seeks an experienced, energetic, organized, paraplannerto assist a senior financial advisor(s). Job duties include:
Supporting financial advisors in serving clients by:

- Preparing various documents and reports for meetings
- Doing investment research and projects
- Preparing initial financial planning recommendations for advisor review
- Gathering client financial information
- Reaching out to clients as needed
- Organizing marketing and client events
- Organizing client communications, such as newsletters and mailings

This role requires great attention to detail, proactive management, and great customer service.

Requirements include:

- Experience working in a financial services field
- Background in investment products (mutual funds, ETFs, etc.)
- Ability to understand financial planning concepts
- Excellent listening, oral, and written communication skills
- Series 7 license is desired

Pay: $50,000.00 - $65,000.00 per year

**Benefits**:

- 401(k)

Ability to Relocate:

- Irvine, CA 92614: Relocate before starting work (required)

Work Location: In person

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