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Are you a team player? Are you extremely organized? Do you enjoy learning new things? If so, we would love to hear from you!
Manske Wealth Management is a unique communication-focused wealth management firm that provides meaningful, monthly communication to our clients so they can easily control their investments and accomplish their goals. What sets our team apart from the rest of Wall Street is our systemic dedication to staying in touch with our clients and keeping their other advisors informed. We seek a candidate who is coachable and loves a challenge. We are looking for a service-minded, hard-working individual to join our team. We want someone who is honest, detail-oriented and has a strong sense of “I cannot let my team down.” Our team expects greatness, not perfection, so when a mistake is made, the perfect candidate isn’t derailed because he/she immediately moves mountains to fix it.
As Paraplanner, you will provide support to a Vice President and Partner with the firm by:
creating financial plans
generating reports
opening investment accounts
organizing client lists
managing the practice database
providing phone support
assisting on a variety of projects, both creative and routine
help coordinate with 401ks, TPAs, and payroll providers
assist with filing annual 5500s
collecting census data and year-end questionnaires from employers with 401k plans
We offer excellent benefits, competitive compensation and a topnotch training program that caters to you and your speed. Teammates who like the idea of working for the same company for many years, and getting better and better at their specific craft, will have a very rewarding and lucrative career with the opportunity to choose from three career paths: 1) aim to be a Senior Paraplanner in our back office; 2) aim to be a servicing Financial Advisor supporting a Partner with the firm; and 3) aim to be a growth-oriented Financial Advisor with the possibility of becoming a Partner yourself.
While a bachelor’s degree is preferred, a strong desire to learn and a willingness to be coached are essential. If you’re up for the challenge, let us know of your interest. We look forward to hearing from you!
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
Weekly schedule:
Work setting:
Work Location: In person
Full Time
$130k-155k (estimate)
02/18/2024
04/06/2024
manskewealth.com
Houston, TX
<25
The job skills required for Financial Representative include Dedication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Representative positions, which can be used as a reference in future career path planning. As a Financial Representative, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Representative. You can explore the career advancement for a Financial Representative below and select your interested title to get hiring information.