You haven't searched anything yet.
AFG Wealth is a financial services firm with a commitment to delivering comprehensive services to our clients, with high accuracy,
quality, confidentiality, and security. Currently, the firm consists of a dedicated and professional team of support staff.
Position summary
This growing and successful financial practice is seeking an individual with experience in accounting/financial services/
personal finance to function as a case development and planning associate. We serve small business owners, the maritime community, physicians and professionals
If you are an analytical self-starter and thrive within a multi-tasking environment, we would like to talk with you.
Visit our web site at : www.afgwealth.org
Key duties & responsibilities
working sessions
and evaluate data (i.e., client financial statements and
relevant documents), and prepare the following
financial recommendations (with financial advisor's
guidance) for the client:
–
Summaries of the client’s goals and objectives, cash flow
and balance sheet, and financial gaps
–
Summary of miscellaneous financial planning techniques
the client should be aware of or consider
– Calculations summarizing the client’s risk management
needs, including disability and life insurance
– Calculations summarizing the client’s liquidity and
survivor’s income needs in the event of a premature death
advisor’s guidance) for periodic client appointments, as well
as managing and scheduling these appointments
profiles through enhanced reporting on their continued needs,
and develop presentation materials for business reviews
Skills/qualifications
background (mutual funds and annuities), and/or life insurance
concepts
documents and spreadsheets
planning software (SunGard, eMoney, NaviPlan, etc.), as
well as investment analytical tools, like Morningstar Advisor
Workstation
recognize/read personal and corporate financial documents,
take direction, “brainstorm” with financial advisor, and
facilitate interaction with outside resources
systems, mathematics, economics, or finance preferred
including presentation and interpersonal skills
wide range of clients
service with a focus on quality
analyze and resolve customer service issues in a timely manner
Competitive salary will be commensurate with experience and qualifications. This position is with an independent agent of
New York Life and not the New York Life Insurance Company. E/O/E M/F/D/V/SO
e
Job Type: Full-time
Pay: $43,000.00 - $65,009.64 per year
Benefits:
Compensation package:
Schedule:
Experience:
License/Certification:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
$74k-89k (estimate)
05/19/2024
06/01/2024
The job skills required for Financial Paraplanner include Customer Service, Microsoft Office, Written Communication, Planning, Initiative, Scheduling, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Paraplanner positions, which can be used as a reference in future career path planning. As a Financial Paraplanner, it can be promoted into senior positions as an Accounts Payable Clerk II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Paraplanner. You can explore the career advancement for a Financial Paraplanner below and select your interested title to get hiring information.