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Financial Planning Assistant

2 months ago

Canonsburg, Pennsylvania, United States Networth Advisors Full time
Paraplanner Job Description

We are seeking a highly skilled and detail-oriented Paraplanner to join our team at Networth Advisors. As a Paraplanner, you will play a critical role in supporting our financial planning team and providing exceptional client service.

Key Responsibilities:
  • Prepare comprehensive financial plans, investment allocation models, and insurance proposals for clients
  • Utilize industry software and websites to gather client and product information
  • Compare existing solutions to those available in the marketplace
  • Establish and maintain detailed client files
  • Prepare client correspondence, including letters and email correspondence
  • Fulfill routine client service requests, resolve inquiries, and escalate cases when necessary
  • Assist in client meetings and presentations
Requirements:
  • 2+ years of administrative office experience in a fast-paced environment
  • Financial industry experience preferred
  • Security licenses required (Series 65, Life and Health)
  • Intermediate to advanced skills with MS Office Suite, specifically Excel
  • Ability to prioritize projects and manage time effectively
  • Savvy customer service skills, including excellent communication and follow-through
  • Strong organizational skills, attention to detail, and ability to work independently
Benefits:
  • Competitive salary ($85,000)
  • Bonus structure per quarter
  • Health insurance
  • 401k after 90 days
  • PTO
  • Trip incentives
Work Schedule:
  • Monday-Thursday: 8:00 am - 5:00 pm
  • Friday: 8:00 am - 2:00 pm

We are an equal opportunity employer and welcome applications from qualified candidates. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, please apply today.