Job Description

Para-planner Registered Representative Needed ASAP!!!!!!!!
Primary job duties will include:

• Conduct financial/portfolio analyses (financial coaching) – identify and understand client tax returns, bank statements, trust documents and planning concepts
• Prepare financial plans – data gathering, evaluation, organization, and input – run planning software and facilitate interaction with support groups
• Communicate with clients regarding their financial situations and objectives
• Process handling of individual product solutions and applications (investments, portfolio, annuity, life insurance, long-term care products and others)
• Track cases from underwriting and preparing life insurance illustrations
• Help prepare client appointment materials for fee-based financial planners
• Other general administrative duties as assigned

Ideal candidate has: 

• Ability to understand financial planning concepts, recognize/read personal and corporate financial documents, take direction, and facilitate interaction with outside resources
• Superior technical skills, comfort level with financial planning software, especially eMoney
• Strong analytical skills with background in finance, accounting or mathematics preferred
• Excellent listening, oral and written communication skills (including presentation and interpersonal skills) Ability to communicate persuasively and effectively to a wide range of customers
• Strong client focus, ability to independently and proactively analyze and resolve customer service issues in a timely manner
• Background in the investment advisory industry
• Ability to work under tight deadlines and be a “think ahead” type of person and work well in a team
• Strong ethical standards in working with confidential client information
• Put together seminars and programs for the firm

Preferred Experience:

• 4-year college degree in Finance, Accounting. Or without a degree, 3+ years of working on financial plans, investment background (mutual funds and annuities) and/or life insurance concepts
• A securities license, or insurance licensing, LH, and series 6 or 7 preferred. Series 65 a plus

Technical skills:

• Ability to read and analyze existing financial documents and spreadsheets
• Financial Planning Software: strong background in eMoney or others (e.g. SunGard, NaviPlan etc.)

• Microsoft Office suite (Excel, Word and PowerPoint)

Email recruiterchic@gmail.com

Job Tags

Work at office, Immediate start,

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