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A growing Kansas City Wealth Management firm is adding a para planner to their staff.
The Paraplanner role makes a significant contribution to an advisory practice by providing comprehensive technical support for the financial planning process. It leverages an advisor’s time by providing research and accurate data for financial plans and reviews. Responsibilities defined below vary from individual to individual and how the advisor chooses to rely on the paraplanner.
Responsibilities
Technology Support
Financial Plan Manufacture
Client Meetings Preparation
Client Interaction
Education
· Bachelor's degree preferred. Graduate from business school preferred or equivalent work experience.
· A minimum of three years of operational experience in the Financial Services industry is required.
· Prefer Series 7 registered and insurance licensed; CFP® or in progress.
Skills
· A Paraplanner must be instrumental in creating a positive work environment.
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
Transportation
$50k-67k (estimate)
04/17/2024
08/14/2024
synergymover.com
SNELLVILLE, GA
<25
2014
SHANNON WOLLS
<$5M
Transportation