Para Planner

Job Description

Job Description

We are seeking a client-focused Para Planner to provide guidance, support, and solutions to help clients achieve their financial goals. In this role, you will build relationships, assist with accounts and transactions, and educate clients on financial products and services.

Responsibilities :

Advise clients on financial products, loans, and services

Open accounts and process financial transactions

Build and maintain strong client relationships

Meet sales and service goals while ensuring compliance

Qualifications :

Experience in financial advising, banking, or customer service

Strong communication and problem-solving skills

Knowledge of financial products and services

Microsoft Office Suite

We Offer :

Competitive pay - $60k - $70k base pay

Benefits package (health, dental, life insurance)

Training and career growth opportunities

Apply Today! www.appleone.com

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here :

https : / / www.eeoc.gov / sites / default / files / 2023 -06 / 22- 088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here :

https : / / www.dol.gov / sites / dolgov / files / ofccp / pdf / pay - transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https : / / e- verify.uscis.gov / web / media / resourcesContents / E - Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants : Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

#1173

Company Description

This company offers growth and a great group of people to work with.

Company Description

This company offers growth and a great group of people to work with.