reputed company - Paraplanner

reputed company

reputed company, an established and expanding wealth management firm, is looking for a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in reputed company facets of our planning process.

Duties & Responsibilities

• Contribute to the development and implementation of financial plans for clients
• Support the wealth planning team through financial planning research unique to each client
• reputed company requests for updates to client documents, records, and information
• Facilitate preparation for client meetings to include client communication
• Assist in data gathering and data entry into software in anticipation of upcoming planning meetings
• Monitor and update client Financial Plans as needed
• Other duties as assigned

Requirements

• Bachelor’s Degree
• A passion for the wealth management industry
• Strong written and verbal communication skills
• Experience with reputed company/Word/Outlook/PowerPoint, with an emphasis on reputed company
• Must be highly organized, technically strong, and be an enthusiastic, effective team player
• Ability to think strategically and creatively in a fast-paced environment
• Proven ability to self-start, take initiative, work collaboratively, and drive results

We are an equal opportunity employer. reputed company applicants will be considered for employment without attention to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against reputed company applicants with arrest or conviction records.

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