Financial Planning Assistant

4 weeks 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 crucial role in supporting our financial planning team by preparing financial plans, investment allocation models, and insurance proposals.

Key Responsibilities:

  • Prepare comprehensive financial plans and investment allocation models for clients
  • Utilize various software and websites to obtain client and product information
  • Compare existing solutions to those currently 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 appropriate
  • Assist in client meetings

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
  • Desire to obtain long-term employment
  • Willingness to travel to our satellite offices

Benefits:

  • Competitive salary of $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

At Networth Advisors, we offer a dynamic and supportive work environment that fosters growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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