Financial Paraplanner Professional
4 weeks ago
Delibert Employment Solutions is seeking a detail-oriented and dedicated Financial Paraplanner to support our senior advisors in preparing for client meetings, executing follow-up tasks, and conducting financial research.
Key Responsibilities:
- Client Meeting Preparation:
- Prepare files and necessary documentation for client meetings.
- Conduct follow-up tasks post-meetings to ensure client needs are met and promises are delivered.
- Financial Planning:
- Input client information into financial planning programs.
- Draft initial versions of financial plans for senior advisors to review and finalize.
- Client Interaction:
- Meet with clients to complete applications and necessary paperwork.
- Provide service and support to clients with modest portfolios and less complex planning needs.
- Research and Analysis:
- Conduct investment and financial planning research.
- Utilize various financial tools and applications to support planning and analysis.
Requirements:
- Licenses:
- Series 7 and 65 or 66 licenses are required.
- Experience:
- Minimum of three years of experience in the financial services industry.
- Skills:
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in the use of financial planning software and tools.
Benefits and Career Growth:
- Competitive Salary: Reflective of experience and qualifications.
- Incentive Bonus: Based on performance and contributions to the firm.
- Health Insurance: Comprehensive coverage options.
- Retirement Plan: 401(k) or similar retirement plan with company match.
- Paid Holidays: Generous paid holiday schedule.
- Career Growth: This role provides a clear pathway for professional growth, with potential to advance to positions such as Certified Financial Planner, Senior Advisor, and even Equity Partner within the firm.
Interested candidates are encouraged to submit their resume and a cover letter detailing their qualifications and experience to the hiring team at Delibert Employment Solutions.
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