Wealth Management Professional
3 weeks ago
This is a fantastic opportunity to join our team as a Paraplanning Specialist. You will play a crucial role in supporting our advisors in managing existing client relationships and developing new business opportunities. Our ideal candidate has a passion for financial planning and excellent communication skills.
Main Responsibilities:
• Provide administrative support to advisors in delivering client service
• Assist in preparing client meeting materials and presentations
• Collaborate with advisors to develop financial plans and identify client needs/goals
• Maintain accurate records in client relationship management (CRM) tool and financial planning software
Qualifications:
• Bachelor's degree in Finance, Accounting, Business or related
• 0-2 years of industry experience (including financial planning, investment advisory, estate planning and/or tax compliance/planning)
• MBA, MS in Finance/Accounting, or similar advanced degree preferred
• CFP designation or other advanced license/designation (CPA, PFS, CFA, JD) preferred
• Knowledge of financial planning software
About ELS:
We recognize the importance of a culture that embraces diversity and values individual differences. We welcome applications from people with diverse perspectives and backgrounds.
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