Job Description
Job Summary :
The Paraplanner will collaborate with Financial Advisors to prepare recommendations and produce Financial Projections and reports.
Attend client and prospect meeting and take detailed notes. This includes maintaining client records, research and data gathering.
This role will involve promoting the company's services in a professional and SEC compliant manner. This is an opportunity to play a key role in a rapidly growing company.
There are many opportunities for diverse assignments and advancement. If this person develops they can eventually grow to become a Financial Advisor.
Salary : $60,000-$90,000 (depending on experience if you have any certifications / licenses)
Schedule : Monday - Friday
Location : Brea
Desirable Qualifications
- CFP designation or candidate, client service or consultative sales experience
- Articulate, detail oriented and accurate. Able to prioritize.
- Proficiency in Microsoft Word, Excel and Outlook. Familiarity with Redtail and E-Money a plus.
- Ability to learn other software Programs.
- Ability to work independently and as part of a team.
- Dedicated to Customer Service
Looking for :
- No degree required, experience in high level sales, customer service, professional environment is ideal. (ie : Relationship / Consultative Sales / Banking or Finance Industry etc.)
- Ability to multi task, looking to improve processes
- No recent graduates, wants candidates with experience in the work world
- Team player, someone who enjoys a smaller company, tight knit group!
Benefits include : 401k with match, health / dental / vision insurance, opportunities to attend conferences and additional training.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.
We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
To apply please email your resume to [email protected]
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