What are the responsibilities and job description for the Servicing Advisor / Paraplanner position at VanWeelden Retirement Advisors?
VanWeelden Financial Group is an independent, fee based, financial services firm located in West Chester, Ohio. Established in 1999, we specialize in truly holistic retirement planning and conservative wealth management for individuals and families at or nearing retirement.
This is an on-site role for a Servicing Advisor / Paraplanner at VanWeelden Financial Group. The Client Service Associate / Paraplanner will be responsible for providing client services and support, maintaining communication with clients, working with vendors, creating financial plans and assisting with various administrative tasks. This role provides an opportunity to gain hands-on experience in the personal finance industry and work closely with our team in West Chester, OH.
Responsibilities
- Meet with Clients to Implement Planning Strategies
- Work closely with Advisors - providing assistance as needed
- Research Models and Report Findings
- Create Financial Plans
- Open Client Accounts
- Transfer Funds
- Prepare Annuity and Insurance Policies
- Manage RMDs, Licensing for Advisors
- Handle issues with Vendors Directly
- Complete Compliance Tasks
- Schedule Client/Prospect Appointments & Annual Reviews
- Answer Inbound Calls: handle client & prospect questions
- Manage First Impressions / Office & Clients
Qualifications
- Must have Financial Industry experience, Series 65 and Life License preferred
- Must be an excellent verbal and written communicator
- Must be confident & willing to serve
- Must be a problem-solver
- Must be highly detail-oriented
- Must be self-motivated
- Must be tech-savvy
- Must have knowledge of finance and financial planning concepts
- Must have ability to multitask and prioritize tasks effectively
- Experience with financial planning software is a plus
- Notary a plus
- Bachelor's degree in Finance, Business, or related field