Paraplanner

JOIN OUR TEAM TODAY!

One of our Financial Planning practices is in search of a Associate Financial Planner/Paraplanner to join their team. Remote work schedule!

YOUR ROLE:

As part of the advisory and planning team, you will support the development and delivery of customized financial solutions to our investment clients.

HOW YOU WILL MAKE AN IMPACT:

• Prepare plan packages to share with our clients on investment strategies and other financial decisions
• Provide analysis about financial options use data to make projections
• Aid in the assessment of clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Identify potential opportunities to enhance client plans and portfolios during periodic reviews

?WHY YOU ARE THE RIGHT PERSON:

• Previous experience in banking, financing, or other related fields
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skill