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Firm Overview
OmniStar Financial Group, Inc. is a wealth management firm located on the southeast shores of North Carolina, in Wilmington. We specialize in customized wealth management and financial planning for high-net-worth individuals, families, and small business owners.
Candidates that fit into our firm and culture will desire to be in a boutique wealth management RIA environment and have a true passion for providing an elevated and customized financial experience to each one of our clients.
Position Overview
We are seeking an experienced financial professional to fill the role of Paraplanner. This individual will directly support at least two financial advisors and will service both existing and prospective clients on an ongoing basis. Daily responsibilities will include but are not limited to conducting software introductory meetings with prospective clients, managing and organizing client information in multiple databases, completing money movement and account maintenance requests via our designated custodian(s), managing the portfolio review process, as well as preparing financial projections. OmniStar’s Paraplanners are crucial to a client’s relationship with OmniStar. In some instances, the Paraplanner is the client’s primary point-of-contact for certain aspects of the relationship.
This individual must be extremely detail-oriented, have a high degree of follow-through and be able to manage one’s own work load as well as assist advisory tasks. The ideal candidate must be comfortable working with clients in-person, virtually and over the phone, and will have a high regard for clear, consistent communication with clients and coworkers alike. This position may be ideal for a person looking to advance their career and move into an advisory or portfolio management role in the future.
Primary Duties
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Education/Requirements
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
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Work Location: In person
Full Time
$57k-74k (estimate)
04/07/2024
05/15/2024
omnistarfinancial.com
Hickory, NC
25 - 50
The job skills required for Paraplanner include Planning, Financial Planning, Written Communication, Wealth Management, Attention to Detail, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be a Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.