Division: Office Administration
JobID: 44955
A financial planning firm in Greenville is seeking an experienced and professional candidate to join their team as an Associate Paraplanner. The ideal candidate will have 5+ years of experience in the financial planning industry, excellent communication skills, and be a strong team player.
Responsibilities:
Responsibilities:
- Maintain client contact during the financial planning process
- Answer questions and provide readily available information to clients
- Review and update client information as needed for client review meetings
- Manage and resolve client service problems
- Gather, review, and summarize financial and legal documents
- Construct foundation of initial financial plans
- Monitor and update existing financial plans
- Assist clients with the implementation of planning recommendations
- Input data into Redtail and maintain up-to-date records/progress reports
- Perform other allowable duties as assigned by the financial advisors
- Degree in Economics, Finance, or related field
- 5 years of experience in financial planning industry preferred
- Professional demeanor
- Excellent written and verbal communication skills
- Proactive and flexible
- Possess FINRA Series 65 and CRPC or CFP or willing to obtain
- Proficiency with Microsoft Office and CRM systems
- $65,000 – $80,000/yr
- PTO
- 401(k)
