Wealth Management Paraplanner
2 days ago
Job Title: Paraplanner/Associate Advisor
Job Summary:
Heritage Wealth Management, Inc. is seeking a motivated and detail-oriented Paraplanner/Associate Advisor to join our team. As a Paraplanner/Associate Advisor, you will play a critical role in providing excellent service to our clients and ensuring that their financial, estate, and tax plans are implemented properly.
Key Responsibilities:
- Prepare client appointment agendas and propose action items for the servicing advisor's review.
- Attend client appointments, write up and assign to-do items, and follow through on assignments to completion.
- Send a summary of each appointment to the client listing the actions to be taken by our team and by the client at the end of each appointment.
- Prepare financial plans from start to finish for new clients.
- Keep the information in our technology systems up to date.
- Answer phone calls and emails and route to appropriate team members as needed.
Requirements:
- College graduate.
- 2-5 years+ of experience in wealth management, financial services or related experience.
- Prior experience in a Registered Investment Advisor firm is a plus.
- CFP, or CPA and PFS, designations are preferred.
- Current Series 65 licensing is a plus.
What We Offer:
A salary range of $80-110K with comprehensive benefits, including health, dental, vision, 401(k) and discretionary profit-sharing plans. Salary depends on experience and qualifications/certifications.
Confidentiality:
This position requires adherence to an extremely strict confidentiality policy.
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