Financial Planning Specialist

4 weeks ago


Glen Allen, Virginia, United States Kingsguard Capital Full time
Job Overview

Kingsguard Capital is seeking a skilled Para-Planner to join our team of financial experts. As a Para-Planner, you will play a crucial role in supporting our advisors by preparing detailed financial plans, conducting research, and analyzing client data.

Your primary responsibilities will include gathering information, building reports, and maintaining our clients' financial plans. You will also be the go-to person for answering client queries and ensuring they have a clear understanding of their financial roadmap.

Key Responsibilities
  • Establish strong relationships with new clients and continuously identify, seek, and approach prospects
  • Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Requirements
  • A Bachelor's degree in business administration, finance, or a related field is required
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
About Kingsguard Capital

At Kingsguard Capital, we pride ourselves on providing a truly customized, holistic, and collaborative approach to financial planning. Our mission is to help families not only protect but grow their retirements. Honesty, integrity, and reliability are the core values that guide our organization, and as an independent advisory firm, we're empowered to let those attributes shine through in everything we do.



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